Stephanie Gumm
Horizon Advisory Group
Reston, Virginia
About
Company name
Business title
Certified Exit Planning Advisor & Financial Planner
Contact
How to contact
Stephanie R. Gumm
Professional Profile
Call Me When
A business owner is open to a conversation about saving on taxes, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs
Professions
Insurance
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Employee benefits
Employee engagement/ retention
Entrepreneurship
Estate planning
Fiduciary
Finance
Financial Modelling
Investments
Management succession
Retirement
Risk management
Strategic planning
Tax
Trusts
Exit/Transition Planning
Professional Certification
Certified Exit Planning Advisor & Financial Planner
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
DC Metro Individual
Member since
Member for 4 years
Chapter Leadership Role
At Large
Why I'm a Member of XPX
Looking for education, speaking and networking opportunities
Make XPX Part of Your Business Plans
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