Pending Profile Information
image: {}
name: Carter
lname: Schanck
email: carter.schanck@wellsfargoadvisors.com
state: North Carolina
phone:
postal_code: 28262
website: wellsfargoadvisors.com
designations__text_: CEPA® CRPC™
advisor_type: Financial Advisor
city: Charlotte
display_country: United States
company_name: Wells Fargo Advisors
markets_served:
profile_description:
The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn't change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.