Sponsored By
Featured on What's In My Wealthstack
What's in my wealthstack David Tepp Tepp Wealth Management
Financial Planning
Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart PerspectiveTepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective
David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.
More from What's In My Wealthstack