Exit Planning Institute - Find a CEPA

Jorge P. Casariego, CFP®, ChFC®, CEPA®, is a Founding Partner and Private Wealth Advisor who works primarily with business owners and entrepreneurial families on integrated wealth management and long-term financial decision-making.

A Miami native, Jorge began his career in financial services while attending the University of Miami where he graduated with degrees in Finance and Marketing. His experience shaped a planning-first approach focused on coordinating investments, tax-aware strategies, risk management, and business transition planning into a single, cohesive framework.

As a co-founder, Jorge helps guide the firm’s strategic direction and collaborative culture, ensuring clients benefit from disciplined thinking and coordinated advice. He is known for his clarity, strategic mindset, and ability to translate complexity into practical decisions that support lasting outcomes.

Jorge lives in Miami with his wife, Priscilla, and is actively involved in community and nonprofit work. Outside of the office, he enjoys spending time outdoors, traveling, and being with family and friends.

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JORGE CASARIEGO

JORGE CASARIEGO

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

2024 Webinar Series

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Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

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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

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From Successful to Significant

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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

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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