Trevin Epps Email & Phone Number
Certified Wealth Strategist® @ Wealth Advisors, Inc.
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Trevin Epps Location
- Rancho Santa Fe, CA, US
Trevin Epps Work
- 2020 -now Certified Wealth Strategist® @
- 2001 -now President and CEO @ Creative Wealth Strategies
- 2005 -2007 Financial Advisor @
- 2000 -2001 Financial Advisor @ Mass Mutual
Trevin Epps Education
- Kansas State University
Marketing/Pre Law (Business Administration and Management, General)
1991-1995 - Webster University
MBA
Trevin Epps Skills
- Financial Planning
- Wealth Management
- Insurance
- Investments
- Asset Management
- Insurance Planning
- Protection
- Retirement Planning
- Retirement Income Strategies
- Leadership
- Project Management
- Social Media
- Microsoft Excel
- Public Speaking
- Strategy
Trevin Epps Summary
- Trevin Epps, based in Rancho Santa Fe, CA, US, is currently a Certified Wealth Strategist® at Wealth Advisors, Inc.. Trevin Epps brings experience from previous roles at Creative Wealth Strategies, Ameriprise Financial Services, Inc. and Mass Mutual. Trevin Epps holds a 1991 - 1995 Marketing/Pre Law in Business Administration and Management, General @ Kansas State University. With a robust skill set that includes Financial Planning, Wealth Management, Insurance, Investments, Asset Management and more. Trevin Epps has 1 emails and 1 mobile phone numbers on RocketReach.
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