Cfp Bob Lee Aep Cepa

FAQ About Cfp Bob Lee Aep Cepa

• What is Cfp Bob Lee Aep Cepa's address?

  Cfp Bob Lee Aep Cepa is located at
  Denver, Denver, United States

• What is Cfp Bob Lee Aep Cepa's job title?

  Cfp Bob Lee Aep Cepa is a
  Let’s maximize the value of your business, transition it profitably, and prepare for your next adventure. Are you a business owner of a closely held profitable enterprise who has invested more than money in your business? You’ve put your soul, sweat equity, expertise, and care into your business and no one understands it like you. Most business owners, however, don’t know the steps to take, the experts they need, and the place to maximize the value of their business in order to create their lasting legacy. HOW TO BUILD AND TRANSITION YOUR BUSINESS PROFITABLY As a Certified Financial Planner, Certified Exit Planning Advisor, and Accredited Estate Planner with over 20 years of experience, I support business owners of closely-held businesses with transition planning including succession and exiting. I guide savvy business owners through our intentional process designed to help plan for both the expected and unexpected transition of their business. CUSTOMIZED INVESTMENT STRATEGIES High-net-worth investors and families have complex needs, require exclusivity, & seek tailored solutions for their unique situation. I take the time to understand you, your current financial situation, your business dynamics, & your family’s goals. Then we design & implement customized investment and exit planning strategies to navigate your life transitions easily using our extensive expertise in: ✦ financial & estate planning ✦ wealth management ✦ efficient use of tax-advantaged investment strategies STRONG RELATIONSHIP My goal is to work with you and your family for generations to come. I cultivate long term clients who want to collaborate and create comprehensive plans that safeguard wealth and your legacy. TEAM APPROACH We go beyond investment planning. Our team of professionals customize the blueprint to establish and convert the value of your business into personal wealth—how you will move to the next chapter of your life with peace of mind, knowing there is a plan to transfer ownership on your terms and timetable. As your quarterback I will bring to the table the top experts needed for your unique situation. They may include experts in: ✅ Business Valuation ✅ Exit Planning ✅ Estate Planning ✅ Tax Planning ✅ Risk Management ✅ Wealth Management The planning you do today can lead to achieving expected or exceptional outcomes. Any financial advisor can tell you how to invest your assets but as a business owner, to set yourself up for the legacy you want, we provide the experienced team who understands what your business means and what you want to accomplish. Mariner

• What industry does Cfp Bob Lee Aep Cepa currently work in?

  Cfp Bob Lee Aep Cepa currently works in the
  Mariner

• What is Cfp Bob Lee Aep Cepa's area of expertise?

  Cfp Bob Lee Aep Cepa specializes in
  Let’s maximize the value of your business, transition it profitably, and prepare for your next adventure. Are you a business owner of a closely held profitable enterprise who has invested more than money in your business? You’ve put your soul, sweat equity, expertise, and care into your business and no one understands it like you. Most business owners, however, don’t know the steps to take, the experts they need, and the place to maximize the value of their business in order to create their lasting legacy. HOW TO BUILD AND TRANSITION YOUR BUSINESS PROFITABLY As a Certified Financial Planner, Certified Exit Planning Advisor, and Accredited Estate Planner with over 20 years of experience, I support business owners of closely-held businesses with transition planning including succession and exiting. I guide savvy business owners through our intentional process designed to help plan for both the expected and unexpected transition of their business. CUSTOMIZED INVESTMENT STRATEGIES High-net-worth investors and families have complex needs, require exclusivity, & seek tailored solutions for their unique situation. I take the time to understand you, your current financial situation, your business dynamics, & your family’s goals. Then we design & implement customized investment and exit planning strategies to navigate your life transitions easily using our extensive expertise in: ✦ financial & estate planning ✦ wealth management ✦ efficient use of tax-advantaged investment strategies STRONG RELATIONSHIP My goal is to work with you and your family for generations to come. I cultivate long term clients who want to collaborate and create comprehensive plans that safeguard wealth and your legacy. TEAM APPROACH We go beyond investment planning. Our team of professionals customize the blueprint to establish and convert the value of your business into personal wealth—how you will move to the next chapter of your life with peace of mind, knowing there is a plan to transfer ownership on your terms and timetable. As your quarterback I will bring to the table the top experts needed for your unique situation. They may include experts in: ✅ Business Valuation ✅ Exit Planning ✅ Estate Planning ✅ Tax Planning ✅ Risk Management ✅ Wealth Management The planning you do today can lead to achieving expected or exceptional outcomes. Any financial advisor can tell you how to invest your assets but as a business owner, to set yourself up for the legacy you want, we provide the experienced team who understands what your business means and what you want to accomplish.

• Which languages does Cfp Bob Lee Aep Cepa speak? 

  Cfp Bob Lee Aep Cepa speaks the following languages:
  No languages available.

• Which industries has Cfp Bob Lee Aep Cepa previously worked in?   

  Cfp Bob Lee Aep Cepa has prior experience in the following industries:
  Great Western Bank , Independent Bank , Wells Fargo Private Bank , Gml Enterprises , Charles Schwab

• What is Cfp Bob Lee Aep Cepa’s work experience?  

  Cfp Bob Lee Aep Cepa has the following professional experience:
  Mariner , Great Western Bank , Independent Bank , Wells Fargo Private Bank , Gml Enterprises , Charles Schwab .

• How can I find Cfp Bob Lee Aep Cepa on LinkedIn?  

  You can view Cfp Bob Lee Aep Cepa’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Bob Lee Aep Cepa’s work email addresses?  

  Cfp Bob Lee Aep Cepa’s work email addresses are
  [email protected].

• What company does Cfp Bob Lee Aep Cepa work for?  

  Cfp Bob Lee Aep Cepa works at
  Mariner