CEG Worldwide LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

CEG Worldwide LLC operates in the financial services industry, providing coaching, research, and consulting services to financial services advisors and the institutions that serve them. Based in San Martin, California, the company is located at 1954 Hayes Lane and maintains a website at cegworldwide.com. The organization employs between 11 and 50 people and reports annual revenue in the range of $10 million to $25 million. Its offerings draw on proprietary empirical research and the experience of its principals to deliver structured coaching, research and consulting programs, with access to CEG Worldwide leadership. Recent activity includes a 2025 partnership with Sterling Foundation Management as part of its Virtual Family Office Network, and prior 2021 hires and collaborations related to advisor coaching and virtual summits.

Find CEG Worldwide LLC employees' phone numbers or email addresses

CEG Worldwide LLC Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Oceania
1

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  • Australia
    1

CEG Worldwide LLC's Leadership

  • Stylized image of a person
    M. S.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    A. F.
    Owner
    Phone icon
  • Stylized image of a person
    M. Z.
    Sr. Managing Partner
    Phone icon
  • Stylized image of a person
    S. H.
    Director Of Coaching /Managing Principal
    Phone icon
  • Stylized image of a person
    J. M.
    Business Development Director
    Phone icon
  • Stylized image of a person
    P. C.
    Controller
    Phone icon
  • Stylized image of a person
    R. B.
    Director Sales
    Phone icon
  • Stylized image of a person
    H. O.
    Senior Project Manager
    Phone icon

CEG Worldwide LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Entertainment
  • Film & Video
  • Media & Communications
  • Other
  • Program & Project Management

Contact profiles from CEG Worldwide LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. F.
    Owner
    Phone icon
    May 06, 2024
  • Stylized image of a person
    M. Z.
    Sr. Managing Partner
    Phone icon
    United StatesNebraska
    Mar 18, 2024
  • Stylized image of a person
    M. S.
    Chief Financial Officer
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    S. H.
    Director Of Coaching /Managing Principal
    Phone icon
    United StatesTexas
    Mar 24, 2026
  • Stylized image of a person
    J. M.
    Business Development Director
    Phone icon
    United StatesHawaii
    Apr 14, 2026
  • Stylized image of a person
    P. C.
    Controller
    Phone icon
    UNITED STATES
    Jul 08, 2024
  • Stylized image of a person
    R. B.
    Director Sales
    Phone icon
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    H. O.
    Senior Project Manager
    Phone icon
    May 12, 2026
  • Stylized image of a person
    V. C.
    Managing Principal Of Coaching
    Phone icon
    United StatesPennsylvania
    Oct 23, 2025
  • Stylized image of a person
    C. J.
    Senior Creative Consultant
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is CEG Worldwide LLC known for?

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CEG Worldwide LLC operates in the Financial Services industry. The company's main headquarters is located in 1954 Hayes Lane San Martin, California 95046 United States; you can contact the main corporate office by phone at . Explore CEG Worldwide LLC's company overview page for more information.

What is CEG Worldwide LLC's most common email format?

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CEG Worldwide LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CEG Worldwide LLC email formats with LeadIQ.

How many employees does CEG Worldwide LLC have currently?

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CEG Worldwide LLC has approximately 21 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are CEG Worldwide LLC's key employees and leadership?

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As of April 2026, CEG Worldwide LLC's key employees include:

  • Chief Financial Officer: M. S.
  • Owner: A. F.
  • Sr. Managing Partner: M. Z.
  • Director Of Coaching /Managing Principal: S. H.
  • Business Development Director: J. M.

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