Exit Planning & Financial Autonomy for Entrepreneurs with Chris Clepp | Financial Planner Search

Financial Planner Search · Apr 30, 2026 · 26m · transcript

In this episode of Financial Planner Search, Chris Clepp, founder of Building Towards Wealth, shares his journey from entering the insurance industry on September 11, 2001, to managing a specialized wealth practice for Gen X and Gen Y business owners. Chris focuses on helping high-speed entrepreneurs decrease their "mental load" so they can focus on their highest and best use being a great parent, spouse, and founder. He discusses the critical need for proactive exit planning, the pitfalls of last-minute liquidity events, and why he prefers the concept of "autonomy" over "retirement". Chris…