Mark Tepper is a well-known American financial advisor, entrepreneur, author, and CEO of Strategic Wealth Partners, an Ohio-based comprehensive wealth management firm. With over 30 years of experience in the financial industry, Mark has helped numerous high-net-worth individuals achieve their financial goals through his expertise and strategic planning
In this blog post, we will delve deeper into Mark Tepper’s background, career achievements, and charitable activities. We will examine his approach to wealth management, his biography, age, net worth, wife, and children, and explore the reasons behind his success.
Mark Tepper Biography
|Date Of Birth
||April 11, 1979
||44 years old
||Richfield, Ohio, U.S.
|| financial advisor, entrepreneur, author
Mark Tepper was born on April 11, 1979, in Richfield, Ohio, and grew up in the same town. He attended John Carroll University, where he earned a BSBA in finance. After graduation, he worked for a few different financial firms before starting Strategic Wealth Partners in 2008.
Mark Tepper’s Career and Achievements
Mark Tepper founded Strategic Wealth Partners in 2008, and since then, he has worked with a diverse range of clients, including business owners and professional sportsmen, to help them achieve their financial objectives.
His company offers comprehensive wealth management services that cover everything from financial planning to estate planning and tax strategies. Under his leadership, Strategic Wealth Partners has been included in the Inc. magazine “Inc. 5000” list for four years in a row, highlighting its exceptional growth and success.
Mark is also an accomplished author, having written several books on wealth management and entrepreneurship.
His books, “Walk Away Wealthy,” “The Entrepreneur’s Exit-Planning Playbook,” “Exceptional Wealth,” and “Tilting the Odds,” offer readers invaluable insights into the world of wealth management and financial planning.
Moreover, his work as a financial advisor and author has gained him recognition from reputable media outlets such as CNBC and Fox Business, where he has been featured several times, sharing his knowledge and expertise on financial planning and wealth management.
Mark Tepper’s Charitable Activities
Mark is not only a successful financial advisor and author, but he is also a devoted philanthropist who dedicates his time and resources to supporting various charitable causes.
He serves as a volunteer board member for Make-A-Wish, a non-profit organization that helps children with life-threatening illnesses fulfill their dreams.
Additionally, he actively supports the Innocence Project, a non-profit organization that works to exonerate wrongfully convicted individuals.
Mark Tepper’s Approach to Wealth Management
Mark Tepper’s success as a financial advisor can be attributed to his unique approach to wealth management. He understands that every client has unique needs and goals, and he takes a holistic approach to wealth management.
He works closely with his clients to develop personalized financial plans that cover every aspect of their financial lives, from investments to estate planning.
Moreover, Tepper believes that it is essential to have a comprehensive understanding of his client’s financial situation, which is why he takes the time to get to know his clients personally.
He listens to their concerns and goals and uses his experience and knowledge to develop a plan that best suits their needs. He believes that open communication and transparency are crucial in building trust with his clients, and he strives to maintain a strong relationship with them throughout the entire wealth management process.
Financial Insights on CNBC and Fox Business
Mark Tepper has been featured several times on CNBC and Fox Business, where he shares financial insights gained from his more than 20 years of experience in the industry.
He has a talent for breaking down complex financial concepts into simple, easy-to-understand terms, making him a favorite among viewers. His appearances on these shows have helped to establish him as a thought leader in the industry.
Mark Tepper’s Age
Mark Tepper was born on April 11, 1979, and is currently 44 years old.
Mark Tepper’s Wife and Children
Mark Tepper is married to Jamie Tepper, and they have three children together. Mark and his family currently live in Richfield, Ohio, which is his hometown.
Mark Tepper Net Worth 2023