Mark Tepper
San Francisco, California,United States
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Mark Tepper is the President and CEO of Strategic Wealth Partners, an independent wealth management firm he co-founded. He is a Certified Financial Planner™ (CFP®) and a renowned author, television commentator, and public speaker. Mark is frequently sought after for his financial expertise by major media outlets including CNBC, Fox Business, Bloomberg TV, and The Wall Street Journal. He is dedicated to helping individuals and business owners achieve financial independence through comprehensive wealth management and strategic financial planning. His approach emphasizes customized strategies tailored to client-specific goals, particularly focusing on retirement planning and investment management for entrepreneurs and high-net-worth individuals.
Professional Summary
Mark Tepper's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Co-founder, President and CEO of Strategic Wealth Partners
Co-founded and leads Strategic Wealth Partners, a successful independent wealth management firm providing comprehensive financial planning and investment advisory services to high-net-worth individuals and business owners since 2008.
Author of 'Walk Away Wealthy' and 'Til Death Do Us Part'
Authored two influential books: 'Walk Away Wealthy: The Entrepreneur's Exit-Planning Playbook' (2020) and 'Til Death Do Us Part: A Smart Woman's Guide to Financial Independence,' providing actionable financial advice for distinct audiences.
Frequent National Media Contributor
Regularly appears on national television networks such as CNBC (including shows like 'Fast Money Halftime Report'), Fox Business ('Varney & Co.'), and Bloomberg TV. He is also frequently quoted in print publications like The Wall Street Journal, Forbes, and Barron's, offering expert commentary on market trends, investment strategies, and financial planning.
Forbes Best-In-State Wealth Advisor
Consistently recognized by Forbes as one of America's Best-In-State Wealth Advisors (Ohio), highlighting his expertise, client service, and commitment to ethical financial practices. (e.g., recognized in 2020, 2021, 2022, 2023, 2024).
Certified Financial Planner™ (CFP®) Professional
Holds the prestigious CFP® certification, demonstrating extensive knowledge and commitment to the highest ethical standards in financial planning.
Educational Background
B.A., Political Science
University of California, Berkeley - Year 2003
Juris Doctor, Law
University of San Francisco School of Law - Year 2007
High School Diploma
Marin Academy - Year 1998
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Company Overview
OraClaimOraClaim is an AI-powered platform designed to automate and optimize the insurance claims lifecycle. It leverages artificial intelligence to enhance efficiency, reduce fraudulent claims, and accelerate the claims resolution process for insurers, aiming to improve customer satisfaction and operational cost-effectiveness.
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