HOW TO UTILIZE THE CEPA CREDENTIAL WITHIN WELLS FARGO
Join Exit Planning Institute, as we interview CEPAs from large national firms to understand how they utilize the CEPA credential in their practice.
This month, we will sit down with Akili M. Johnson, CEPA, SE-AWMA, CPFA, CF, and First Vice President - Investment Officer of Wells Fargo Advisors. Akili will share how he incorporates his CEPA education into his work at Wells Fargo.
- Gain a deeper understanding of how to incorporate Value Acceleration into your practice in a national firm.
- Learn how to navigate compliance departments when beginning your exit planning journey.
- Determine how your practice can grow as a result of the CEPA credential.
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Akili Johnson:
Education and Experience:
After completing an internship with Merrill Lynch, Akili received his undergraduate degree from Abilene Christian University in May 2001. with concentrations in Financial Management and Accounting.
His work experience includes roles as an Analyst, Controller, Lending Officer, Consultant and now an Investment Planner with an emphasis on investment management, financial advice, retirement, estate planning and business planning.
In October 2012, Akili was awarded the Presidential Award for Volunteer Service, highlighting his dedication to the community with more than 500 hours of community service within a calendar year.
He currently is a mentor for the University of North Texas' Professional Leadership Program and enjoys covering several topics on financial literacy.
Licensing and Designations
Akili holds both a Series 7, 66 FINRA registration and a Life and health license from the Texas Department Insurance.
He is a CFP candidate completing his Certificate in Financial Planning from Southern Methodist University.
To round off his educational achievements, Akili received an Accredited Wealth Management Advisor designation from the College for Financial Planning and other advanced designations.
Akili lives in Dallas, Texas, and enjoys serving, reading, watching movies, and participating in a variety of athletic activities.
In this role, Akili is responsible for developing relationships, providing customized advice, creating investment plans and investment portfolios.
He delivers a unique client experience by asking insightful questions to focus on what matters most in the financial lives of each client.
He then conducts a series of assessments, analyzes financial documents while capturing the unique goals to provide a disciplined customized approach that creates meaningful investment outcomes.