Pepe is a Managing Partner of Financial Strategies Group, LLP (FSG). His background includes over 25 years experience in estate planning, individual and business taxation, finance and investments which assist him in providing solutions to the complex needs of individual and business owner clients. Services include:
- Wealth Preservation and Transfer Planning (Estate Planning, Asset Protection, Charitable Planning and Insurance Strategies).
- Wealth Accumulation Planning (Qualified and Non-Qualified Retirement Planning and Distribution Strategies).
- Business Planning (Start-Up Planning, Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits).
- Income Tax Planning (Business and Personal).
Prior to FSG, he managed the Wachovia Securities “Business and Estate Planning” department for California, Oregon, Washington and Hawaii. He was an Estate Planning Consultant for Prudential Securities. A successful practice was built with CIGNA Financial Advisors by providing fee-based planning and solutions to the affluent and business owners. In addition, Pepe had a legal practice as a business and estate planning attorney. Nominated Who’s Who in American Business, he lectures on various estate planning topics and has appeared on television.
He resides with his family in Southern California.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org http://www.sipc.org
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