Stephanie R Gumm

Certified Exit Planning Advisor & Financial Planner

Reston, Virginia

Professional Profile

Call Me When

Call Me When... A business owner is open to a conversation about exit planning and their options, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs

Contact Method

Stephanie R. Gumm

Profession

  • Insurance
  • Wealth Manager
  • Professional Certifications

    Certified Exit Planning Advisor & Financial Planner

    Functional Expertise

  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Payroll
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    CEPA

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • 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
  • Client Results

    Membership

    DC Metro

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Looking for education and networking opportunities