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MEMBER PROFILE

 

Tom Hagigh

EPE Wealth Advisors

 

Member profile details

Membership level
Maryland Individual
First name
Tom
Last name
Hagigh
Title
CFP®, CEPA® - Financial Advisor
Company
EPE Wealth Advisors
 

CONTACT INFORMATION

City
Crownsville
State
Maryland
 

PROFILE INFORMATION

Call me when
You need an experienced CERTIFIED FINANCIAL PLANNER™ and CEPA® to collaborate with the exit planning team for your business.
Why I/we support XPX
I want to build a strong team of advisors to work with my current and future business owner clients.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Exit/Transition Planning
  • Investments
  • Lending
  • Retirement
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Government
  • Health/Pharma/Biotech
Professional Certification(s)
CFP®, CLTC® and CEPA®
Transition Planning Certification or Methodology
CEPA®
In Business Since
1995
How to contact
410-925-3920
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