Cepa John Kamprath
CJ

Cepa John Kamprath

Linkedin Profile
President & CEO at Generational Legacies Wealth Management | Coeur d'Alene, Idaho, United States
View Cepa John Kamprath's Email & Phone Number

About Cepa John Kamprath

  • Cepa John Kamprath serves as the President & CEO of Generational Legacies Wealth Management, where he is dedicated to advancing the concept of the flourishing family. With a deep understanding of the dynamics that underpin multigenerational wealth, Cepa leads initiatives that empower families to collaboratively...
    Cepa John Kamprath serves as the President & CEO of Generational Legacies Wealth Management, where he is dedicated to advancing the concept of the flourishing family. With a deep understanding of the dynamics that underpin multigenerational wealth, Cepa leads initiatives that empower families to collaboratively pursue their aspirations while honoring their unique traditions and values. His expertise in financial planning and morally responsible investing enables him to guide families through the complexities of wealth management, ensuring that their financial strategies align with their ethical beliefs and long-term goals. Under Cepa's leadership, Generational Legacies Wealth Management has embarked on several key projects aimed at fostering intergenerational collaboration. These initiatives include developing customized investment policies that reflect the family's vision and values, as well as facilitating workshops that encourage open dialogue among family members about their financial futures. His skills in problem-solving and business analysis are instrumental in identifying challenges that families face, allowing him to craft tailored solutions that enhance retirement readiness and secure a prosperous legacy for future generations. Cepa’s commitment to portfolio management and ERISA planning further underscores his holistic approach to wealth management. By integrating financial strategies with family dynamics, he helps clients navigate the complexities of retirement planning, ensuring that each family member is prepared for a financially secure future. Through his work, Cepa John Kamprath not only cultivates flourishing families but also strengthens the bonds that unite them, creating a legacy of shared success and mutual support.
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  • Cepa John Kamprath Work

    • President & CEO at Generational Legacies Wealth Management in July 2023 to Present
    • Director of Family Wealth Services at Grupp Financial LLC in February 2021 to July 2023
    • Vice President - Wealth Management: Senior Retirement Plan Consultant, Portfolio Manager at UBS in April 2008 to February 2021
  • Cepa John Kamprath Skills

    • Financial PlanningMorally Responsible InvestingProblem Solving
      Business AnalysisRetirement PlanningRetirement ReadinessPortfolio ManagementInvestment Policy DevelopmentERISA Planning

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  • About Cepa John Kamprath's Current Company

  • Frequently Asked Questions about Cepa John Kamprath

    • What is Cepa John Kamprath email address?
      Email Cepa John Kamprath at c***h@ubs.com. This email is the most updated Cepa John Kamprath email found in 2024.
    • What is Cepa John Kamprath phone number?
      Cepa John Kamprath phone number is +12086404088.
    • How to contact Cepa John Kamprath?
      To contact Cepa John Kamprath send an email to c***h@ubs.com. If you want to call Cepa John Kamprath try calling on +12086404088. (updated on September 13, 2024)
    • What company does Cepa John Kamprath work for?
      Cepa John Kamprath works for Generational Legacies Wealth Management
    • What is Cepa John Kamprath's role at Generational Legacies Wealth Management?
      Cepa John Kamprath is President & CEO
    • What industry does Cepa John Kamprath work in?
      Cepa John Kamprath works in the Financial Services industry.

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