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The Estate Planning Team

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Facts about The Estate Planning Team

Description
Website
myept.com
HQ Location
Indian Wells, CA, United States
Number of employees
201-500
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of The Estate Planning Team

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@the-estate-planning-team

The Estate Planning Team employees

Robert Binkele avatar
Robert Binkele
CEO & Founder
Kelly Binkele avatar
Kelly Binkele
VP
Chery Richards avatar
Chery Richards
Director of Business Development
Jordan Kanter avatar
Jordan Kanter
National Director of Development / Senior Case Manager / Trustee
Michael McIntyre avatar
Michael McIntyre
National Training Director
Brent Chavez avatar
Brent Chavez
Capital Gains Deferral Specialist
Shaun Vaught avatar
Shaun Vaught
Advisor
Marco Azizi avatar
Marco Azizi
Marketing Team Member
Ron Hilliard avatar
Ron Hilliard
Member
Mark Riley avatar
Mark Riley
Wholesaler
Rob Shapiro avatar
Rob Shapiro
General Manager
Steve Smith avatar
Steve Smith
Estate Planning Team Member
Desiree Okamoto avatar
Desiree Okamoto
Accountant, full-time
David Belisle avatar
David Belisle
Tax Deferral Specialist
Paulette Simpson avatar
Paulette Simpson
Executive Assistant/Case Manager
Perry Singleton avatar
Perry Singleton
Member
Cal Garvin avatar
Cal Garvin
Wealth Manager - Tax Strategies
Terrence Wittman avatar
Terrence Wittman
Benjamin Smith avatar
Benjamin Smith
Member
Bill McCloskey avatar
Bill McCloskey
Capital Gains Reduction Specialist
Tyler Hurst avatar
Tyler Hurst
I HELP REDUCE TAXES ON REAL ESTATE TRANSACTIONS WITHOUT A 1031 EXCHANGE
Robert Oates avatar
Robert Oates
Capital Gains Deferral Specialist
Jim Wilson avatar
Jim Wilson
Capital Gains Deferral Specialist
Dave Baker avatar
Dave Baker
Tax Reduction Specialist
David Bush avatar
David Bush
Tax Mitigation Specialist
Mark Clark avatar
Mark Clark
Member
Sam Han avatar
Sam Han
Member
Anthony Mirabito avatar
Anthony Mirabito
Tax Deferral and Mitigation Specialist
Francine Giardino avatar
Francine Giardino
Operations Manager
Paul Valencia avatar
Paul Valencia
Capital Gains Mitigation Specialist
Michael Lucey avatar
Michael Lucey
Capital Gains Specialist
Michael Zoellner avatar
Michael Zoellner
Marketing Executive
Ric Trout avatar
Ric Trout
Member
Jim Eberhardt avatar
Jim Eberhardt
Estate Planning Team Member
Amber Martin avatar
Amber Martin
Deferred Sales Trust Consultant

Frequent questions about The Estate Planning Team

How many employees does The Estate Planning Team have?
The Estate Planning Team has approximately 201-500 employees.
What is The Estate Planning Team's industry?
The Estate Planning Team is involved in the industry of Financial Services.
Where is The Estate Planning Team's headquarters?
The Estate Planning Team's headquarters is located in Indian Wells, CA, United States.
What is the website of The Estate Planning Team?
You may visit their official website at https://myept.com
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