CEG Worldwide Team

Our passion is helping top financial advisors build simple and elegant wealth management business that serve their affluent clients extremely well.

  • PRINCIPALS

    CEG Worldwide’s principals offer decades of experience both as leading financial advisors and corporate leaders.

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  • COACHES

    CEG Worldwide’s coaches are experienced professionals dedicated to helping financial advisors accelerate their success.

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  • CONSULTANTS

    CEG Worldwide’s consultants guide financial advisors in making optimal decisions to maximize their potential.

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  • RESEARCH AND PUBLISHING

    CEG Worldwide’s team of writers, editors and researchers delivers a range of articles, white papers and tools focused on helping top financial advisors move to the elite level.

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  • OPERATIONS

    CEG Worldwide’s operations team enables the company to provide the leading coaching programs for financial advisors.

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