Exit Planning Institute - Find a CEPA

Meet Charles Kedra:

As a CFP® and CEPA®, Chuck has been helping successful families and businesses achieve their financial goals for 30 years. Chuck has had a diverse career in the financial services marketplace.

He holds a BS degree in accounting from the University of Scranton and an MBA from Penn State University. He achieved his CPA designation and worked for Arthur Andersen and J.P. Morgan. In 1992 he began his career as a financial advisor with New England Financial and completed his MBA during that time. In 2004, Chuck joined Legacy Planning Partners as a founding partner and over his 13-year tenure, he helped grow the firm from 7 advisors in two offices to 21 advisors in three offices with over $1 billion in assets under management. In 2018, Chuck joined FPA Wealth Management as a senior wealth advisor and director of exit planning services. This move was designed to achieve greater independence and access to resources to better serve the unique needs of his clients.

FPA Wealth Management has built a goal-driven and planning-focused model for helping clients. This model emphasizes the delivery of objective advice. This goal-driven approach allows us to give advice that extends beyond investments and financial markets. We serve as financial planners and problem solvers. We focus on the big picture not the daily headlines. Building a diversified investment portfolio is easy. Building a financial plan that asks the right questions and listens to the answers is tough. Pulling everything together to create a customized strategic plan is even tougher.

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Meet Charles Kedra:

As a CFP® and CEPA®, Chuck has been helping successful families and businesses achieve their financial goals for 30 years. Chuck has had a diverse career in the financial services marketplace.

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