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@wfadvisors.com
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2 phones found area 314
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Nate Tepp, Cfp® is listed as Financial Advisor at EQ Wealth Management at EQ Wealth Management, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at wfadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Nate Tepp, Cfp®.
Nate Tepp, Cfp® previously worked as Financial Advisor at Eq Wealth Management and Member of the Board of Directors & Co-chair of the Scholarship Committee at Rotary Club Of Seattle. Nate Tepp, Cfp® holds Bachelor Of Arts, Sport Management & Business Administration - Double Major from Flagler College.
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AeroLeads found 1 current-domain work email signal for Nate Tepp, Cfp®. Compare company email patterns before reaching out.
● What we doAt the start of 2020 Nate joined a new team, EQ Wealth Management. He was drawn to the shared mission and chemistry with the founding partners, Stephen P. Emanuels and J. Michael Quigley. Nate provides wealth management solutions that adhere to the standards of fiduciary duty. Clients have access to a variety of investment strategies both domestic and international. Nate’s goal is to help clients make informed decisions. ● What I doNate Tepp is a Financial Advisor by title and a problem solver by nature. Clients come to him with a variety of financial goals plus the desire to minimize risk and anxiety. No matter where a client’s Point A is today, or how ambitious their Point B is down the road, Nate can answer questions, explain the potential pros and cons of each option, and help map a strategy forward.Prior to entering the financial arena, Nate coached a Men’s College Basketball team to back-to-back Conference Championships and a top 8 national ranking; he also worked with the Seattle Storm on the road to a WNBA title in 2010. Nate transitioned from coaching to financial services in 2008. In 2015, he joined Wells Fargo Advisors and built a successful practice from scratch.● Practice Focus▹ Boeing Managers & Executives Benefit Analysis▹ Executive Compensation Consulting▹ Open Enrollment Consulting▹ Retirement Planning▹ VLO Consulting▹ Investment Management▹ Income Distribution Strategies▹ Concentrated Stock Consulting▹ Stock Option Strategies▹ Wealth Transfer and Estate Planning● When I Am Not at WorkOutside of his work with EQ Wealth Management, Nate is active within the Seattle community having served as a board member with the Rotary Club of the University District. He has also been a Tournament Director for Premier Basketball for over 10 years, producing some of the largest AAU basketball tournaments on the west coast. He formally served as a Project Manager to legendary WNBA player and bestselling author, Swin Cash. Nate produced her annual Cash For Kids charity event, held in different cities every year to benefit at-risk youth.● Please feel free reach out with any questions you may have or to set up a complementary consultation.💻 Info@EQ-WM.com☎ 425-434-1000 EQ LLC, dba EQ Wealth Management is an SEC registered investment advisor.
Listed skills include Event Management, Microsoft Office, Social Media, Event Planning, and 9 others.
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Greater Seattle Area
Clients come to us with dreams, goals, aspirations, and typically … a lot of questions. Our goal is to understand your vision for the future so that we can empower you to make confident decisions with your money and assets. We serve alongside our clients through every stage of life. As you grow, manage, protect, and transfer your wealth, we are here to.
Rotary Club Of University District, Seattle
The Rotary Club of the University District is well know for its diversity. Founded in 1939, UDRC is one of the oldest and largest clubs in the Seattle area. We were the club that started Rotary First Harvest which connects farmers, truckers, volunteers and food banks for hunger relief and has become a world renowned Rotary project.We support a variety of.
1201 3rd Ave., Ste. 3500, Seattle, WA 98101
✔Grew book of business from scratch, achieving significant revenue in Year 1, 100% increases in Years 2 and 3, and 80% growth in Year 4✔Conduct annual reviews with clients to ensure goals are on target, adjusting plans as necessary✔Routinely turn around trouble accounts transferred from other advisors at the request of branch manager✔Help senior partner.
Provide professional and philanthropic consultation.✔ Create and edit business plans for multiple start-up ventures✔ Managed incoming media requests✔ Researched and implemented aspects including self-publishing for a critically acclaimed book: Humble Journey: More Precious than Gold✔ Identified and vetted consultants and specialists for use on one-time and.
Seattle, WA
Current firm name: Kutscher, Benner Barsness & Stevens, Inc.Supported two affiliated firms (legal and financial planning). Daily duties included maintaining office database and file system, collecting client fees, managing office workflows and accounts (vendor, utility, supplies, repairs), and acting as liaison between principals and building management..
✔Developed extensive contact database via Excel to assist with athlete transfer and maintain relationships with four-year schools to facilitate future transfers.✔Responsible for obtaining a majority of the game film used to scout future opponents.✔Worked with high-risk student athletes to raise and maintain a GPA necessary for eligibility.✔Developed.
✔Liaison between media and team for all home games.✔Trained and oversaw seasonal interns.✔Occasional member of stat crew.✔Television statistician for nationally televised broadcasts.
✔Responsible for gym scheduling for athletic department, travel itineraries, assisting in recruiting, and head of game-day operations; coordinate academic waiver forms, progress reports, and administrative functions for all road trips.✔Assisted seniors and alumni in securing minor league basketball roster spots. ✔Assisted head coach with in-game strategy.
✔As intern researching and collecting information pertinent to company growth, began transitioning the companies financial and inventory systems into QuickBooks. ✔Duties as office manager included: keeping track of supplies and products to determine reorder points, answering all incoming phone calls, preparing marketing plans, coordinating information.
Activities and Societies: Director of Basketball Operations - Flagler College Men's Basketball Program
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Nate Tepp, Cfp® works for EQ Wealth Management.
Nate Tepp, Cfp® is listed as Financial Advisor at EQ Wealth Management at EQ Wealth Management.
AeroLeads has found 1 work email signal at @wfadvisors.com for Nate Tepp, Cfp® at EQ Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 314 for Nate Tepp, Cfp® at EQ Wealth Management.
Nate Tepp, Cfp® is based in Greater Seattle Area, United States, United States while working with EQ Wealth Management.
Nate Tepp, Cfp® has worked for Eq Wealth Management, Rotary Club Of Seattle, Wells Fargo Advisors, Swin Cash Enterprise Llc, and Kutscher Benner Barsness & Stevens, Inc..
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Nate Tepp, Cfp® holds Bachelor Of Arts, Sport Management & Business Administration - Double Major from Flagler College.
Nate Tepp, Cfp® is listed with skills including Event Management, Microsoft Office, Social Media, Event Planning, Customer Service, Marketing, Management, and Public Relations.
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