Mark Tepper, CFP(R) is President and CEO of Strategic Wealth Partners, a national wealth management firm headquartered in Cleveland, OH. Mark specializes in the wealth management and financial planning needs of high net worth families and entrepreneurs. He has helped hundreds of high net worth families and entrepreneurs grow and protect their wealth by managing disciplined investment solutions, executing sophisticated tax saving strategies, and guiding his clients toward a successful exit from their privately held businesses.
Since entering the financial services arena in 2000, Mark has gone on to become a Million Dollar Round Table Top of the Table qualifier, placing him in the top 0.1% of financial advisors in the country. A well-known financial commentator, he appears regularly on CNBC's Power Lunch as a financial contributor. Additionally, he is the author of two books - Walk Away Wealthy and Exceptional Wealth. Beyond that, he has been featured in numerous publications, including The Wall Street Journal, Kiplinger's, and CNN Money. Mark appears weekly on his Cleveland-based TV Show, From Wall Street to Main Street, where he offers viewers (who have outgrown cookie-cutter advice) actionable ideas to optimize their wealth.
Mark is an active member of both the Entrepreneurs' Organization and Vistage, helping entrepreneurs develop their businesses. He is also actively involved in several charities, including the American Cancer Society, Skin Cancer Foundation, and Melanoma Research Foundation.
Mark holds a BSBA in Finance from John Carroll University and is a CERTIFIED FINANCIAL PLANNER™ professional. He lives in Richfield, Ohio with his wife Jamie, daughters Cameran and Riley, son Kellen, and their 2 dogs. In his free time, Mark enjoys fitness, golf, softball, high performance driving, and coaching his kids' sports teams.
Exceptional Wealth: Clear Strategies to Protect and Grow Your Net Worth
- By: Mark Tepper
- Narrated by: Dalan Decker
- Length: 6 hrs and 22 mins
Mark Tepper assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you....
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Regular price: $19.95