Nate Tepp
Financial Advisor at EQ Wealth Management
- Role
- Financial Advisor at Eq Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Nate Tepp
What we do EQ Advisors provide premier tailored wealth management solutions to…
Experience
Financial Advisor
Jan 2020 — Present · Seattle, WA, US
Clients 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.
Education
Seattle Academy
High School Diploma, General
1996 — 2003
Flagler College
Bachelor of Arts, Sport Management & Business Administration - Double Major
2003 — 2007
Skills
- Strategy
- Microsoft Office
- Sales
- Recruiting
- Management
- Event Planning
- Public Relations
- Customer Service
- Marketing
- Social Media
- Event Management
- Social Media Marketing
- Microsoft Excel
- Time Management
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