Jason D Epps, Cfp®, Crpc® Email and Phone Number
Jason D Epps, Cfp®, Crpc® work email
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Jason D Epps, Cfp®, Crpc® personal email
As a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®) with over 18 years of experience, I empower my clients to achieve their life goals through comprehensive, tailored financial strategies.My approach is built on understanding each client's unique values and priorities, allowing me to provide the most beneficial guidance.Specialties:Retirement PlanningInvestment & Asset ManagementRetirement Income StrategiesEducation SavingsTax PlanningWealth PreservationEstate Planning StrategiesI believe in giving back to the community and have volunteered with various organizations in the DC metro area, including Our Daily Bread of Fairfax County, Main Street Child Development Center, Shelter House Inc., and Special Olympics Loudon County. I've also been coaching youth travel and AAU basketball since 2009.My commitment to excellence stems from my background as a Division 1 college basketball player at Mount St. Mary's University, where I graduated cum laude and currently serve on the Board of Trustees.Interested in learning how I can help you achieve your financial goals? Let's connect!KFA Private Wealth Group, LLC is a SEC Registered Investment Advisor.
Kfa Private Wealth Group
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Vice President, Private Wealth AdvisorKfa Private Wealth Group Oct 2015 - PresentTysons, Va, UsAt KFA, we believe wealth management is a holistic approach tailored to your individual circumstances and financial goals. That means coordinating the entire spectrum of financial services you’ll need to manage your wealth to achieve your current and future objectives. While most of this is performed in-house, on the occasions services are outsourced, we partner with the industry’s most-trusted professionals and oversee the transactions every step of the way.
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Certified Financial Planner™ ProfessionalKfa Private Wealth Group, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Inc. Sep 2005 - Oct 2015Minneapolis, Mn, Us
Jason D Epps, Cfp®, Crpc® Skills
Jason D Epps, Cfp®, Crpc® Education Details
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Mount St. Mary'S UniversitySports Management
Frequently Asked Questions about Jason D Epps, Cfp®, Crpc®
What company does Jason D Epps, Cfp®, Crpc® work for?
Jason D Epps, Cfp®, Crpc® works for Kfa Private Wealth Group
What is Jason D Epps, Cfp®, Crpc®'s role at the current company?
Jason D Epps, Cfp®, Crpc®'s current role is Vice President & Private Wealth Advisor | Helping High Income Earners Maximize Their Wealth.
What is Jason D Epps, Cfp®, Crpc®'s email address?
Jason D Epps, Cfp®, Crpc®'s email address is ja****@****mpf.com
What schools did Jason D Epps, Cfp®, Crpc® attend?
Jason D Epps, Cfp®, Crpc® attended Mount St. Mary's University.
What are some of Jason D Epps, Cfp®, Crpc®'s interests?
Jason D Epps, Cfp®, Crpc® has interest in Coaching Youth Basketball, Volunteering.
What skills is Jason D Epps, Cfp®, Crpc® known for?
Jason D Epps, Cfp®, Crpc® has skills like Asset Management, Saving For Education, Wealth Preservation, Retirement Income Strategies, Estate Planning Strategies, Tax Planning, Financial Services, Retirement Planning, Investment Management.
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