MICHAEL CHIACCHIRA
As a Certified Exit Planning Advisor (CEPA®), Michael Chiacchira 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.
As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. By working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you can have more options when you retire, regardless of what you decide to do.
My senior branch office administrators, Marci Bennington and Tempest Norris, and my branch office administrator, Nicki Garman, are always here to help with your financial needs. Marci and I have worked together for the past 11 years, while Tempest joined our team in 2019. We added Nicki to our team in the fall of 2023. It is our combined goal to ensure each client feels welcomed and valued.
Prior to joining Edward Jones, I assisted individual business owners with Tupperware and Longaberger to grow their businesses. I decided to come to Edward Jones in 2007 because I wanted to help individual investors work toward achieving their financial goals.
I hold a bachelor's degree in financial management from Florida Southern College, where I was a 1989 magna cum laude graduate. I received the Accredited Asset Management Specialist™ designation in 2009 from the College of Financial Planning®, which awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Originally from the Akron/Canton area, I have lived in Licking County since 1997. As a part of this community, I have a passion for encouraging our future workforce to pursue what truly interests them. I am also an active member of Centenary United Methodist Church. However, my most gratifying, and sometimes challenging, role is that of a father. My spouse, Shannon, and I have two sons, Steven and William.
, associated_contact_record_id=199758342192, website=https://www.edwardjones.com/us-en/financial-advisor/mike-chiacchira, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1787923492182, markets_served=United States, notable_achievements=As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. By working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you can have more options when you retire, regardless of what you decide to do.
My senior branch office administrators, Marci Bennington and Tempest Norris, and my branch office administrator, Nicki Garman, are always here to help with your financial needs. Marci and I have worked together for the past 11 years, while Tempest joined our team in 2019. We added Nicki to our team in the fall of 2023. It is our combined goal to ensure each client feels welcomed and valued.
Prior to joining Edward Jones, I assisted individual business owners with Tupperware and Longaberger to grow their businesses. I decided to come to Edward Jones in 2007 because I wanted to help individual investors work toward achieving their financial goals.
I hold a bachelor's degree in financial management from Florida Southern College, where I was a 1989 magna cum laude graduate. I received the Accredited Asset Management Specialist™ designation in 2009 from the College of Financial Planning®, which awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Originally from the Akron/Canton area, I have lived in Licking County since 1997. As a part of this community, I have a passion for encouraging our future workforce to pursue what truly interests them. I am also an active member of Centenary United Methodist Church. However, my most gratifying, and sometimes challenging, role is that of a father. My spouse, Shannon, and I have two sons, Steven and William.
, company_name=Edward Jones, name=Michael, hs_object_id=60961537415, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=43055, username=mikechiacchiraedwardjones, status=Published}- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/mike-chiacchira - Phone: +1 740-788-8121
- City: Newark
- State: Ohio
- Postal Code: 43055
- Country: United States
- Designations: CEPA, AAMS
- Markets Served: United States
- Company Name: Edward Jones
MICHAEL CHIACCHIRA

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

2025 Webinar Series
.png)
2026 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

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

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

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Confidential Estate Planning Form

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

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)


