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MEMBER PROFILE

 

Derek Ripp

Austin Wealth Management

 

Member profile details

Membership level
Austin Individual
First name
Derek
Last name
Ripp
Title
Partner
Company
Austin Wealth Management
 

CONTACT INFORMATION

City
Austin
State
Texas
 

PROFILE INFORMATION

Call me when
Business owners seeking holistic financial planning & wealth advisory
Why I/we support XPX
Help business owners incorporate their companies into their comprehensive financial plan
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Compensation
  • Equity
  • ESG
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Private equity
  • Real estate
  • Retirement
  • Risk management
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
Austin Wealth Management
Business Focus
Business Owners and Exit Planning
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