PUBLIC 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 filter option on the right to narrow your options.

Name

Company

City

State

Company: Financial Advisor, Woodbury Financial
City: Carlsbad
State: CA
Company: Closely-Held Asset Manager, Wells Fargo Private Bank
City: San Francisco
State: CA
Company: Branch Manager, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: Owner, RGG Advisors LLC
City: Napa
State: CA
Company: Vice President - Wealth Management, BNY Mellon Wealth Management
City: Long Beach
State: CA
Company: President, Best Practices of America
City: San Diego
State: CA
Company: Managing Director, Corporate Finance Associates
City: Irvine
State: CA
Company: First Vice President - Wealth Management, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: Financial Advisor, UBS Financial Services, Inc.
City: Newport Beach
State: CA
Company: Senior Vice President, UBS Financial Services, Inc.
City: Tustin
State: CA
Company: Senior Vice President, Wealth Advisor, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: Private Wealth Advisor, UBS Financial Services, Inc.
City: Santa Monica
State: CA
Company: Senior Vice President - Wealth Management, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: First Vice President - Wealth Management, UBS Financial Services, Inc.
City: San Diego
State: CA
Company: Director, UBS Financial Services, Inc.
City: Beverly Hills
State: CA
Company: Senior Wealth Director, BNY Mellon Wealth Management
City: San Francisco
State: CA
Company: Vice President, Wealth Director, BNY Mellon Wealth Management
City: Menlo Park
State: CA
Company: Senior Wealth Director, BNY Mellon Wealth Management
City: Redwood City
State: CA
Company: Partner, BPM LLP
City: San Francisco
State: CA
Company: Managing Director, Hightower Advisors
City: San Diego
State: CA
Company: Business Transition Strategist, Wells Fargo
City: San Francisco
State: CA
Company: Financial Advisor, Vance Wealth
City: Valencia
State: CA
Company: Financial Advisor, Trilogy Design Works
City: Pismo Beach
State: CA
Company: Director, The Veld Group
City: Los Angeles
State: CA
Company: President, The Leland Group
City: Fallbrook
State: CA
Company: Managing Partner, The Founders Group; President, Avenue M Advisors, Inc.
City: Tarzana
State: CA
Company: Managing Principal, Tech Coast Equity Solutions
City: Irvine
State: CA
Company: CEO, SVA Value Accelerators, LLC
City: San Francisco
State: CA
Company: Managing Director
City: San Francisco
State: CA
Company: Director of Southwest Operations, Nyhart
City: San Diego
State: CA
Company: Financial Advisor, Legacy Gobal Strategies
City: San Diego
State: CA
Company: CEO, Katz Financial, LLC
City: San Clemente
State: CA
Company: Financial Advisor, Junio & Taylor APC
City: Long Beach
State: CA
Company: Value Advisor, Exit Planning Pros
City: Oceanside
State: CA
Company: Managing Partner, Edelman Wealth Management
City: San Rafael
State: CA
Company: Certified Management Consultant, Berryman & Company
City: San Dimas
State: CA
Company: Managing Partner, Badii Group Private Wealth Management
City: Los Angeles
State: CA
Company: Managing Director, Armanino LLP
City: San Francisco
State: CA
Company: Partner, Aldrich CPAs & Advisors LLP
City: Carlsbad
State: CA
Company: Managing Director, Abrams Valuation Group, Inc
City: North Hollywood
State: CA
Company: Senior Vice President - Wealth Management, UBS Financial Services, Inc.
City: Colorado Springs
State: CO
Company: Wealth Advisor, UBS Financial Services, Inc.
City: Colorado Springs
State: CO
Company: Owner, RS Asset Management
City: Colorado Springs
State: CO
Company: Vice President, Senior Wealth Director, BNY Mellon Wealth Management
City: Denver
State: CO
Company: Business Educator & Facilitator
City: Fort Collins
State: CO
Company: Partner, WealthPoint, LLC
City: Denver
State: CO
Company: Founder, Mentoring 2 Mastery
City: Durango
State: CO
Company: CEO & Founder, Encompass Transition Solutions LLC
City: Windsor
State: CO
Company: Senior Director, Bernstein Private Wealth Management
City: Denver
State: CO
Company: Partner, Anton Collins Mitchell, LLP
City: Denver
State: CO
Company: Managing Member, 5H Capital, LLC
City: Colorado Springs
State: CO
Company: Financial Advisor, UBS Financial Services, Inc.
City: Stamford
State: CT
Company: Financial Advisor, UBS Financial Services, Inc.
City: Hartford
State: CT
Company: Senior Vice President - Wealth Management, UBS Financial Services, Inc.
City: Hartford
State: CT
Company: Private Wealth Advisor, UBS Financial Services, Inc.
City: Ridgefield
State: CT
Company: Private Wealth Advisor, UBS Financial Services, Inc.
City: Fairfield
State: CT
Company: Wealth Advisor, UBS Financial Services, Inc.
City: Stamford
State: CT