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Mark Tepper is President and CEO of Strategic Wealth Partners. While he works with a variety of clients, Mark enjoys working on developing sophisticated and comprehensive wealth management solutions that address his clients’ ever-changing needs. He works with a number of high net worth individuals, business owners who have exited (or are considering exiting) their businesses, and professional athletes.

Since entering the financial services arena in 2000, Mark has compiled an impressive list of achievements. A well-known financial commentator, he appears regularly on CNBC’s Fast Money, Closing Bell, and Power Lunch. Additionally, he is the author of Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, and Exceptional Wealth. Beyond that, he has been featured in numerous publications, including The Wall Street Journal, Kiplinger’s, and CNN Money. Mark has also been selected by Crain’s Cleveland Business as a 2015 Forty Under 40 Honoree.

Mark is an active member of both the Entrepreneurs’ Organization and Vistage, helping entrepreneurs develop their businesses. He is also actively involved in St. Jude Children’s Research Hospital as a Partner in Hope.

Mark holds a BSBA in Finance from John Carroll University. He is a CERTIFIED FINANCIAL PLANNER™ professional. He lives in Richfield, Ohio with his wife Jamie, daughters Cameran and Riley, son Kellen, and their 2 dogs. In his free time, Mark enjoys fitness, golf, softball, high performance driving, and coaching his kids’ sports teams.

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Download Mark’s eBook:

Tilting the Odds, Mark TepperThe key to a successful investing strategy is to properly balance risk and reward. In Tilting the Odds, Mark Tepper shows you how to avoid the pitfalls common to many investors.

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How well are you managing your wealth? Our tools can help you figure it out.

We have three tools specifically designed to help you get a better understanding of your current financial situation. By using Portfolio X-Ray, Wealthalyze, and The Sellability Score, you will get a clearer picture of your wealth, as well as recommendations on what actions you can take to see even better results.