Trevin L. Epps
Certified Wealth Strategist® at Wealth Advisors, Inc.
- Role
- Certified Wealth Strategist at Wealth Advisors, Inc
- Location
- Rancho Santa Fe, CA, US
- LinkedIn followers
- 500 followers
About Trevin L. Epps
As a Certified Wealth Strategist®, Trevin works almost exclusively with small business…
Experience
Certified Wealth Strategist
Apr 2020 — Present · Rancho Santa Fe, CA, US
Trevin Epps acts as a Certified Wealth Strategist® for Wealth Advisors and helps create wealth strategies that enable clients to accumulate, preserve and utilize their wealth. Trevin is a Certified Wealth Strategist® and draws upon more than 25 years of industry experience to address client’s biggest concerns including determining the most optimal tax strategies, project exit strategies, managing investment assets and conducting strategic retirement planning. Trevin specializes in working almost exclusively with small business owners and dental specialists. He serves on the boards of the Children\'s Dental Health Association of San Diego, Interfaith Community Services and is a former co-founder of Profit4 Dentists. Trevin received a Bachelor of Science degree in marketing and pre-law from Kansas State University and a Master of Business Administration from Webster University. When not in the office, he enjoys golfing, winning fantasy football championships, spending time with his wife Caroline and their three children. Trevin and Caroline are passionate about philanthropy, supporting faith-based initiatives and efforts to improve the lives of underserved people, animals, and the environment.
Education
Webster University
MBA
Kansas State University
Marketing/Pre Law, Business Administration and Management, General
Skills
- Financial Planning
- Wealth Management
- Insurance
- Investments
- Asset Management
- Insurance Planning
- Protection
- Retirement Planning
- Retirement Income Strategies
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