Exit Planning Institute - Find a CEPA

Hi! I’m Ikechukwu “Ike” Egwuonwu, CFP®, CEPA, an Associate Wealth Advisor at Beacon Pointe.

I specialize in helping families and business owners simplify complex wealth decisions so they can:

✅ Keep more of their hard-earned money through smart tax strategies

✅ Retire with confidence knowing their plan is aligned with their goals

✅ Protect their legacy so kids, spouses, and parents are provided for

✅ (For business owners) Grow and exit their business on their terms while maximizing value

As a first-gen Nigerian-American, I know the tension of building wealth from scratch while balancing cultural expectations, family obligations, and financial uncertainty. My mission is to help others make confident financial decisions with purpose and peace of mind.

At Beacon Pointe, we deliver this through our allWEALTH® framework — a comprehensive, planning-first process that uncovers tax savings, strengthens retirement strategies, and builds lasting legacies. For business owners, I also apply the Value Acceleration Methodology as a CEPA to help grow, protect, and eventually transition their biggest asset: their business.

If you’re looking for a thoughtful partner to help you simplify, strategize, and protect what you’ve built, let’s connect.

📅 Schedule a 15-minute intro call:

https://calendly.com/ikecfp/intro

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Hi! I’m Ikechukwu “Ike” Egwuonwu, CFP®, CEPA, an Associate Wealth Advisor at Beacon Pointe.

I specialize in helping families and business owners simplify complex wealth decisions so they can:

✅ Keep more of their hard-earned money through smart tax strategies

✅ Retire with confidence knowing their plan is aligned with their goals

✅ Protect their legacy so kids, spouses, and parents are provided for

✅ (For business owners) Grow and exit their business on their terms while maximizing value

If you’re looking for a thoughtful partner to help you simplify, strategize, and protect what you’ve built, let’s connect.

📅 Schedule a 15-minute intro call:

https://calendly.com/ikecfp/intro

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120-Day CEPA Playbook: Download the Playbook

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