STEVE WINGARD
The Wingard Group
As a Certified Exit Planning Advisor (CEPA®), Steve Wingard is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Steve Wingard - CEPA - The Wingard Group - Heath, Texas, city=Heath, display_country=United States, hs_object_source_label=IMPORT, url_slug=steve-wingard, lname=Wingard, designations=[CEPA], hs_object_source_id=28461106, hs_created_by_user_id=44511833, hs_createdate=1663079394728, cohortium_profile_title=Steve Wingard | Wealth Manager at The Wingard Group | CEPA Connect Member, state=Texas, hs_was_imported=true, id=2835749644, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Steve Wingard, email=swingard@thewingardgroup.com, cohortium_meta_description=Connect with Steve Wingard, a specialized Wealth Manager working with The Wingard Group based in Texas. Credentials include: CEPA., website=https://www.thewingardgroup.com/, is_editable=editable, url_slug_2=steve-wingard, impersonate_user_url=https://exit-planning-institute.org/member-detail/steve-wingard?impersonation=true, full_name=Steve Wingard, hs_lastmodifieddate=1764932316105, phone=(972) 972-4698, company_name=The Wingard Group, name=Steve, hs_object_id=2835749644, associated_resources=0, hs_object_source=IMPORT, postal_code=75032, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=44511833}
- Advisor Type: Wealth Manager
- Website:
https://www.thewingardgroup.com/ - Phone: (972) 972-4698
- City: Heath
- State: Texas
- Postal Code: 75032
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: The Wingard Group
