CEG Worldwide LLC Email Format
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.