
CHUCK KEDRA

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.
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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- Website:
http://www.fpaownertransitions.com - Phone:
- City: Downingtown
- State: Pennsylvania
- Postal Code: 19335
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: FPA Wealth Management
CHUCK KEDRA

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

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Case Study: Value Acceleration

CEPA Development Scorecard

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
