Announcement: The CEPA Community Continues to Grow

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

Congratulations to 55 Certified Exit Planning Advisors to Join the Exit Planning Community


The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To learn more, visit www.EarnCEPA.com.


CEPA San Diego | Class of 2018

Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community!

  • Richard Andryc, UBS Financial Services, Inc., California [read more]
  • Ed Barkel, Lewis Roca Rothgerber Christie, Arizona [read more]
  • Thomas Brandino, Frost Bank, Texas [read more]
  • Janette Brooks, Wells Fargo Private Bank, California [read more]
  • Sam Catlett, UBS Financial Services, Inc., North Carolina [read more]
  • Edgar Collado, Tobias Financial Advisors, Florida [read more]
  • Felicia Corbett, Woodbury Financial, California [read more]
  • Richard Davis Lowell, BNY Mellon Wealth Management, California [read more]
  • Steve DeMatteo, UBS Financial Services, Inc., California [read more]
  • Bill Ditty, Ditty Financial, Ohio [read more]
  • Brian Donaldson, UBS Financial Services, Inc., California [read more]
  • Steve Eisnaugle, Frost Bank, Texas [read more]
  • Mike Ella, KeyBank, Ohio [read more]
  • Luke Ervin, UBS Financial Services, Inc., California [read more]
  • Jason Ezzell, The Ezzell-Conklin Group, California [read more]
  • Carly Fagan Neals, BNY Mellon Wealth Management, Pennsylvania [read more]
  • Samuel Gallucci, UBS Financial Services, Inc., New York [read more]
  • Lidiya Gold, Frost Bank, Texas [read more]
  • Jay Halverson, First Republic Wealth Management, Oregon [read more]
  • Will Hendricks, First Republic Wealth Management, Oregon [read more]
  • Daniel Heth, UBS Financial Services, Inc., Pennsylvania [read more]
  • John House, MasterTech Financial Advisors, Arizona [read more]
  • Glenn Keen, Keen & Company, Georgia [read more]
  • RJ Kelly, Wealth Legacy Group, Inc., California [read more]
  • Chris Kurdziel, UBS Financial Services, Inc., California [read more]
  • Stephen LaFata, UBS Financial Services, Inc., California [read more]
  • Andrew Low, BNY Mellon Wealth Management, California [read more]
  • Brian Lynch, UBS Financial Services, Inc., Massachusetts [read more]
  • Justin Makso, First Republic Wealth Management, Massachusetts [read more]
  • Chris Marsh, UBS Financial Services, Inc., California [read more]
  • Adam Mazzaro, BNY Mellon Wealth Management, California [read more]
  • Corby Megorden, ENNIS Legacy Partners, Maryland [read more]
  • Greg Merrill, UBS Financial Services, Inc., Connecticut [read more]
  • Robert Mourad, UBS Financial Services, Inc., California [read more]
  • Steve Neighbors, Strategic & Operational Solutions, Inc., Idaho [read more]
  • Ayse Ozkan, U.S. Trust, California [read more]
  • Ann Page, UBS Financial Services, Inc., Texas [read more]
  • Peter Paik, UBS Financial Services, Inc., California [read more]
  • W. Paul Patterson, UBS Financial Services, Inc., North Carolina [read more]
  • Carl Pinkard, Aldrich Wealth, California [read more]
  • Chris Radici, UBS Financial Services, Inc., California [read more]
  • Ellen Rankin, UBS Financial Services, Inc., North Carolina [read more]
  • Bob Roark, RS Asset Management, Colorado [read more]
  • David Rosenthal, UBS Financial Services, Inc., California [read more]
  • Lamar Rutherford, Exit Consulting Group, California [read more]
  • Joe Seetoo, Morton Capital, California [read more]
  • Peter Sieffert, Incendia Group, California [read more]
  • Peter Stone, Legacy Partners, LLP, Vermont [read more]
  • Brian Trzcinski, MassMutual, Massachusetts [read more]
  • Chris Vanderzyden, Legacy Partners, LLP, Vermont [read more]
  • Deidre Waltz, UBS Financial Services, Inc., Illinois [read more]
  • Chris Watkins, UBS Financial Services, Inc., Minnesota [read more]
  • Jeffery Wiese, UBS Financial Services, Inc., Tennessee [read more]
  • John Willis, UBS Financial Services, Inc., California [read more]
  • Brian Young, UBS Financial Services, Inc., California [read more]

We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!

About Exit Planning Institute:

The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.