Cima Cepa Scott Sandee

Cima Cepa Scott Sandee Work

Managing Partner

@ Vertex Planning Partners, LLC

Managing Director

@ Oxford Financial Group, Ltd.

C

Senior Vice President - Private Wealth Advisor

@ Capital Group Private Client Services

Cima Cepa Scott Sandee Education

1992 - 1996 Bachelor's degree in Computer Science

Northern Illinois University

Cima Cepa Scott Sandee Skills

Wealth ManagementInvestment ManagementPortfolio ManagementInvestment StrategiesAsset AllocationAlternative InvestmentsAsset ManagementFinancePrivate BankingMulti-generational wealth transferWealthInvestmentsMutual FundsEquitiesFinancial ServicesFinancial PlanningFinancial AdvisorySeries 7ETFsSeries 66Series 31Estate PlanningFinancial AnalysisSecuritiesFixed IncomeBankingInvestment AdvisoryRisk ManagementRetirement PlanningHedge FundsMulti Generational Wealth Transfer

Cima Cepa Scott Sandee Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Cima Cepa Scott Sandee work?

Cima Cepa Scott Sandee currently works at Vertex Planning Partners, LLC as Cima Cepa Scott Sandee - Managing Partner at Vertex Planning Partners, LLC.

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