Cecily Wagner

Business Development Specialist at EPIC Financial Consulting, Inc. at EPIC Financial Consulting, Inc - , California, United States

Cecily Wagner's Colleagues at EPIC Financial Consulting, Inc
Dianne Dudley

Sales Specialist

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Tara Finnegan

Sales And Marketing Specialist

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Bryan Farrell

Sales And Marketing Specialist

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Nina Fisher

Business Development Specialist

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Athena Monroe

Business Development Specialist

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Nancy Nawe

Marketing Development Specialist

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Wendy Lowe

Sales And Marketing Specialist

Contact Wendy Lowe

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Location
Los Angeles,California,United States
Company
EPIC Financial Consulting, Inc
Cecily Wagner's Company Details
EPIC Financial Consulting, Inc logo, EPIC Financial Consulting, Inc contact details

EPIC Financial Consulting, Inc

, California, United States • 1 - 10 Employees
Financial Services

Our team provides strategic advisory services focused on tax efficiency, financial planning and philanthropic giving for high net worth individuals and clients facing liquidity events. We work in conjunction with our clients' tax and legal advisors to provide guidance in the following areas: - Tax-efficient asset structuring for the sale of appreciated assets (businesses, commercial or residential real estate, stock portfolios, art or car collections, intellectual property and intangible assets) - Wealth preservation for high net worth individuals - Multigenerational wealth planning and philanthropic giving

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Frequently Asked Questions about Cecily Wagner
Cecily Wagner currently works for EPIC Financial Consulting, Inc..
Cecily Wagner's role at EPIC Financial Consulting, Inc. is Business Development Specialist at EPIC Financial Consulting, Inc..
Cecily Wagner's email address is ***@epicfinancialconsulting.com. To view Cecily Wagner's full email address, please signup to ConnectPlex.
Cecily Wagner works in the Financial Services industry.
Cecily Wagner's colleagues at EPIC Financial Consulting, Inc are Dianne Dudley, Tara Finnegan, Bryan Farrell, Nina Fisher, Athena Monroe, Nancy Nawe, Wendy Lowe and others.
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