Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Jeffrey Albert is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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As a Financial Advisor with Edward Jones, a Certified Exit Planning Advisor® (CEPA®), and a Chartered Retirement Plans Specialist™ (CRPS™) professional , I help affluent individuals, families, and business owners build, protect, and transfer their wealth with purpose and clarity.

My clients are often focused on more than just investment returns—they want a trusted long-term partner to help navigate the financial complexities of life, business ownership, and retirement. I provide a disciplined, personalized approach anchored on six key areas:

🔹 Wealth Preservation – Informed investment strategies tailored to your goals, lifestyle, and risk tolerance.

🔹 Wealth Enhancement – Tax-advantaged strategies.

🔹 Wealth Transfer – Ensuring your legacy is passed on according to your wishes.

🔹 Charitable Giving – Structuring high-impact, tax-advantaged philanthropic strategies.

🔹 Succession Planning – Helping business owners exit gracefully and preserve their life’s work.

I collaborate closely with your CPA and attorney to ensure your wealth, tax, estate, and retirement strategies are aligned and working in concert.

If you’re looking for a dedicated advisor who understands the needs of high-net-worth families and entrepreneurs, especially those looking to optimize their company's retirement plan, I'd welcome the opportunity to connect.

📩 Jeff.Albert@EdwardJones.com

📞 949-858-1006

For additional information, send me a LinkedIn message.

Disclaimer: For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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🔹 Wealth Preservation – Informed investment strategies tailored to your goals, lifestyle, and risk tolerance.

🔹 Wealth Enhancement – Tax-advantaged strategies.

🔹 Wealth Transfer – Ensuring your legacy is passed on according to your wishes.

🔹 Charitable Giving – Structuring high-impact, tax-advantaged philanthropic strategies.

🔹 Succession Planning – Helping business owners exit gracefully and preserve their life’s work.

I collaborate closely with your CPA and attorney to ensure your wealth, tax, estate, and retirement strategies are aligned and working in concert.

📩 Jeff.Albert@EdwardJones.com

📞 949-858-1006

For additional information, send me a LinkedIn message.

Disclaimer: For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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JEFF ALBERT

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