With work experience over six years, this professional is nowadays working at The Eppy Group which is located in 614 as a President and Chief Visionary Officer. Joe received his education from 1979 to 1982 at the Fisher College. This professional has gained certifications in : Cltc (Certification For Long-Term Care), Special Care Planner, and Chbep | Closely-Held Business Evaluation Program Certificate. Joe Eppy is located in Fort Lauderdale, Florida. To contact directly with Joe, you can look for their phone number or e-mail address or get additional info by requesting access to the professional's additional details through SoftwareOfficial.
Name variants:
Joel Eppy,
Joseph Eppy
Last updated May 22, 2024
Contact Information
Workplace
Colleagues
Work History
President and Chief Visionary Officer
Fort Lauderdale, FL
Develop and communicate strategies to establish clients’ abilities to make well-planned choices by educating clients, equipping them to grow wealth and creating a defensive plan alongside th...
from Aug 1993
Insurance and Investment Advisor
1295 State Street Ter, Springfield, MA 01109
Advise clients on comprehensive financial planning, creating a complete plan that:
offers objective, clear advice to simplify financial decisions
guides strategies concerning retirement, ...
from Aug 1993
Chief Operating Officer
Increased the business from one franchise to seven. Pioneered the auto mall concept in the United States. Handled all sales operations, including all new and used vehicle sales as well as fi...
1984 — 1990
Education
Occupations
Executive
Chief Visionary Officer
Chairperson
Accountant
Finance and Accounting Specialist
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Strategic Financial Planning
Fixed Annuities
Retirement
Investments
Finance
Disability Insurance
Insurance
Strategic Planning
Wealth
Long Term Care
Sales
Financial Advisory
Long Term Care Insurance
Small Business
Life Insurance
Estate Planning
Investment Advisory
Term Life Insurance
Asset Allocation
Wealth Management
Financial Planners
High Net Worth Individuals
Employee Benefits
Estate Tax Planning
Certified Financial Planner
Securities
401K
Iras
Health Insurance
Universal Life
Whole Life
Group Insurance
401K Rollovers
Wealth Accumulation
Personal Finance
Series 6
Key Person Insurance
Investment Strategies
Critical Illness
Public Speaker
Tax
Cash Flow
Brokers
Health Savings Accounts
Creator of Eppygrams
Business Growth Strategies
Income Tax
Estate Tax
Strategic Vision
Leadership
FAQs about Joe Eppy
What's the main profession of Joe Eppy?
Joe Eppy is a President and Chief Visionary Officer.
What are the profession of The professional?
These person's professions are Executive and Chief Visionary Officer
Where is Joe Eppy currently located?
Joe Eppy is currently located in Fort Lauderdale, Florida.
Does the professional have the email address?
je**@aol.com is Joe Eppy's email address.
How many companies did Joe Eppy work at?
The professional worked at three jobs.
Where has Joe Eppy studied?
Joe studied at the Fisher College from 1979 to 1982.
What are the certifications of Joe Eppy?
Joe received the following certifications: Cltc (Certification For Long-Term Care), Special Care Planner, and Chbep | Closely-Held Business Evaluation Program Certificate.
What is professional industry that Joe Eppy worked in?
This professional works in Financial Services industry.