CEPA-certified-exit-planning-advisor-logo-white-pngSEARCH DIRECTORY

Succeed at exit & succession planning with a CEPA in your area.


Looking for a CEPA in your area? Scroll through the listings or use the search to filter through the directory.

Name

Company

City

State

Company: Sandhu Professional Corporation
City: Calgary
State: AB
Company: Senior Financial Advisor, ATB Wealth
City: Edmonton
State: AB
Company: Senior Financial Advisor, ATB Wealth
City: Spruce Grove
State: AB
Company: Senior Manager, Warren Averett LLC
City: Birmingham
State: AL
Company: Financial Planner, Sunburst Financial
City: Vestavia Hills
State: AL
Company: CPA/Owner, MST CPAs & Advisors, LLC
City: Montgomery
State: AL
Company: Manager, McDaniel & Associates PC
City: Dothan
State: AL
Company: CEO, Parque Suárez SRL
City: Buenos Aires
State: Argentina
Company: CEO, Exit Strategist
City: Maraetai
State: Auckland
Company: VP, Wealth Advisor, Arizona Bank & Trust
City: Phoenix
State: AZ
Company: Wealth Strategist, Charles Schwab
City: Phoenix
State: AZ
Company: Senior Weath Strategist, TrustBank
City: Phoenix
State: AZ
Company: Financial Advisor, Wells Fargo Advisors
City: Mesa
State: AZ
Company: President & CEO, MasterTech Financial
City: Scottsdale
State: AZ
Company: Partner, Lewis Roca Rothgerber Christie
City: Phoenix
State: AZ
Company: Senior Vice President - Wealth Management, UBS Financial Services, Inc.
City: Phoenix
State: AZ
Company: Managing Member, SBIS
City: Waddell
State: AZ
Company: Partner, WealthPoint, LLC
City: Phoenix
State: AZ
Company: President, Point North Advisors, LLC
City: Scottsdale
State: AZ
Company: Owner, Optimized Business Transitions
City: Scottsdale
State: AZ
Company: Managing Member, Levin Fundng Group
City: Tucson
State: AZ
Company: Director of First Impressions, Keystone Capital Management Group
City: Glendale
State: AZ
Company: Managing Director, Integrated Financial Group
City: Phoenix
State: AZ
Company: Evers Robinson Ltd
City: Phoenix
State: AZ
Company: President, Seon
City: Surrey
State: BC
Company: Managing Director, Rogers Group Financial
City: Vancouver
State: BC
Company: Managing Partner, McLaren Trefanenko Inc.
City: New Westminster
State: BC
Company: COO, Facet Advisors Inc.
City: Surrey
State: BC
Company: Senior Wealth Advisor, Assante Wealth Management
City: Surrey
State: BC
Company: Private Client Advisor, U.S. Trust
City: San Diego
State: CA
Company: Senior Vice President, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: CPA, CGC Accountants & Advisors
City: Palm Desert
State: CA
Company: Owner, The Crestwell Group
City: Rancho Santa Fe
State: CA
Company: First Vice President, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: First Vice President, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: Senior Vice President, Morton Capital
City: Calabasas
State: CA
Company: Director of Brokering, Exit Consulting Group
City: Coronado
State: CA
Company: Wealth Management Consultant, UBS Financial Services, Inc.
City: San Francisco
State: CA
Company: Senior Vice President - Wealth Management, UBS Financial Services, Inc.
City: La Jolla
State: CA
Company: Partner, Aldrich Wealth
City: Carlsbad
State: CA
Company: Owner/Consultant, Incendia Group
City: Carlsbad
State: CA
Company: Financial Advisor, UBS Financial Services, Inc.
City: Los Angeles
State: CA
Company: Senior Vice President, Private Client Advisor, U.S. Trust
City: San Diego
State: CA
Company: Wealth Management Consultant, UBS Financial Services, Inc.
City: Beverly Hills
State: CA
Company: Senior Wealth Director, BNY Mellon Wealth Management
City: San Francisco
State: CA
Company: Market Head, UBS Financial Services, Inc.
City: La Jola
State: CA
Company: Senior Director, BNY Mellon Wealth Management
City: San Francisco
State: CA
Company: Senior Director - Vice President, BNY Mellon Wealth Management
City: Newport Beach
State: CA
Company: Financial Advisor, UBS Financial Services, Inc.
City: La Jolla
State: CA
Company: Assistant Market Head, UBS Financial Services, Inc.
City: La Jolla
State: CA
Company: Founder & Chief Visionary Officer, Wealth Legacy Group, Inc.
City: San Diego
State: CA
Company: Managing Director/Founder, The Ezzell-Conklin Group
City: Folsom
State: CA
Company: Vice President - Wealth Management, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: Senior Vice President - Wealth Management, UBS Financial Services, Inc.
City: La Jolla
State: CA
Company: Senior Vice President, UBS Financial Services, Inc.
City: San Diego
State: CA