Nate Tepp, Cfp® Email and Phone Number
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● 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.
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Financial AdvisorEq Wealth Management Jan 2020 - PresentGreater Seattle AreaClients 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 assist with important decisions and help you enjoy your life.EQ Wealth Management is an independent Registered Investment Advisor that provides investment management and wealth planning services to high net worth families. Our practice is designed to help our clients optimize their compensation and benefits, map out future cash flows, design goal-oriented investment portfolios, and retire comfortably.EQ Wealth Management was founded in 2018, by longtime partners and colleagues, Stephen P. Emanuels and J. Michael Quigley. Together we provide personalized financial advice to executives and families of high net worth, many of whom have complex financial needs.
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Member Of The Board Of Directors & Co-Chair Of The Scholarship CommitteeRotary Club Of Seattle Sep 2018 - Jun 2022Rotary Club Of University District, SeattleThe 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 local community projects, as well as many international projects. Rotary is a great place to network, discover new friends and make a difference! -
Financial AdvisorWells Fargo Advisors Apr 2015 - Jan 20201201 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 improve workflow efficiencies from both a process and technology standpoint✔Help senior partner bring in new clients and expand portfolios of existing clients -
Project ManagerSwin Cash Enterprise Llc Jul 2010 - Jan 2020Provide 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 ongoing projects✔ Draft, edit and publish correspondence to local and national media✔ Coordinate logistics and operations for Cash’s award winning Cash for Kids charity event, held in cities around the nation since 2010Past events include:http://www.post-gazette.com/sports/other-sports/2015/10/30/Swin-Cash-to-host-charity-banquet-celebrating-10-year-anniversary-of-foundation-at-PNC-Park/stories/201510300125http://www.wnba.com/archive/wnba/news/cash_community_assist_august_2011.html
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Financial Planning Assistant/Office ManagerKutscher Benner Barsness & Stevens, Inc. Apr 2008 - Apr 2015Seattle, WaCurrent 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. Accomplishments include:✔ Passed Series 65 exam – September 2014 ✔ Assisted in preparation and assembly of initial year client reviews and annual financial reports✔ Prepared balance sheets and generated benchmarking reports for client portfolios ✔ Edited all outgoing annual financial reports✔ Researched, implemented and maintain first online client file sharing portal serving 150+ clients✔ Reviewed and vetted initial new hire candidates✔ Supervised website redesign✔ Worked directly with principals to rebrand and restructure the firms -
Men'S Basketball Program AssistantBellevue Community College Oct 2007 - Mar 2015✔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 content for athletic website and assisted with development and distribution of sports information releases and newsletters.✔Responsible for gym supervision and setup during home games and special events including WIAA 4A and 3A district playoffs.✔Responsible for collecting and recording tens of thousands in funds earned by basketball department.✔Assisted program coordinator with team travel procedures and record keeping.✔Color commentator for live television broadcasts. -
Public Relations - Stat CrewSeattle Sonics And Storm Apr 2008 - Jun 2013✔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. -
Director Of Basketball Operations & Student-Assistant CoachFlagler College Sep 2003 - Apr 2007✔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 and substitutions. ✔Also responsible for filming, preparing uniforms, scouting opponents, preparing scouting reports, planning and running of Florida Sun Conference tournament, basketball information director, statistical analysis, and planning the annual ‘Midnight Madness’ event. -
Office ManagerWay Marine Design Jan 2006 - Aug 2006✔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 between customers and sales reps across the country, securing credit accounts with new suppliers, extensive internet research, finding new cost effective suppliers, implementing a new data backup and storage system, researching and implementing new online advertising strategies which increased sales, and continuing the transition to QuickBooks along with teaching the accounting office how to use the software.
Nate Tepp, Cfp® Skills
Nate Tepp, Cfp® Education Details
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Sport Management & Business Administration - Double Major
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General
Frequently Asked Questions about Nate Tepp, Cfp®
What company does Nate Tepp, Cfp® work for?
Nate Tepp, Cfp® works for Eq Wealth Management
What is Nate Tepp, Cfp®'s role at the current company?
Nate Tepp, Cfp®'s current role is Financial Advisor at EQ Wealth Management.
What is Nate Tepp, Cfp®'s email address?
Nate Tepp, Cfp®'s email address is na****@****ors.com
What is Nate Tepp, Cfp®'s direct phone number?
Nate Tepp, Cfp®'s direct phone number is +131487*****
What schools did Nate Tepp, Cfp® attend?
Nate Tepp, Cfp® attended Flagler College, Seattle Academy.
What are some of Nate Tepp, Cfp®'s interests?
Nate Tepp, Cfp® has interest in Kanye West (Hip Hop Artist), Matthew Berry, Paul Allen, Wiz Khalifa, David Cameron, The Economist, Seattle Mariners, Bill Simmons (Sportswriter), Bill Gates, Breaking News.
What skills is Nate Tepp, Cfp® known for?
Nate Tepp, Cfp® has skills like Event Management, Microsoft Office, Social Media, Event Planning, Customer Service, Marketing, Management, Public Relations, Social Media Marketing, Time Management, Microsoft Excel, Strategy.
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