
Stephen Engels
Managing Partner & Chief Executive Officer
CMG Wealth Management
United States, Texas, Plano
About Me
Steve Engels began his career in the financial services industry in 1993. Throughout his career he has always valued discipline and consistency when it comes to wealth management. As a fiduciary, he applies the highest standard of care to each of his client relationships. It is this combination of experience, discipline and the fiduciary standard that has formed the basis of CMG Wealth Management. Before launching CMG Wealth Management alongside James Pacholek, Steve accumulated decades of experience helping both individual and institutional clients navigate through a variety of market conditions. He holds the Certified Financial Planner (CFP®) designation as well as a Bachelor of Business A
Profile Information
Managing Partner & Chief Executive Officer
CMG Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Plano
Texas
United States
May 15, 2024
Keylinks
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James Pacholek
Managing Partner & CEO
Robert Engels
Vice President
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