Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Rakesh Chopra 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.

{custom_meta_description=Rakesh Chopra - - LPL /Mechanics Investment Services - Federal Way, Washington, display_country=United States, cohortium_badges=[team-builder.png, public-speaker.png, collaborator.png, referral-builder.png, researcher.png, coach-mentor.png, resource-sharer.png], profile_name=Rocky Chopra 15, membership_level=CEPA Plus, hs_object_source_id=enrollmentId:2514395834114;actionExecutionIndex:0, cohortium_profile_title=Rakesh Chopra | Wealth Manager at LPL /Mechanics Investment Services | CEPA Connect Member, state=Washington, id=54491259808, job_title=Wealth Advisor , cohortium_meta_description=Connect with Rakesh Chopra, a specialized Wealth Manager working with LPL /Mechanics Investment Services based in Washington. Serving markets in: Seattle Metropolitan, Washington State Oregon . Credentials include: CEPA . Notable achievements:

With more than 30 years of experience in the financial services industry, Rocky Chopra CEPA provides comprehensive wealth management, investment, and retirement planning solutions to help clients pursue their financial goals with clarity and confidence.

Drawing on extensive experience across multiple market cycles, Rocky Chopra works closely with individuals, families, and business owners. His consultative approach emphasizes disciplined planning, risk management, and tax‑efficient wealth strategies designed to preserve and grow assets over time.

Rocky’s expertise spans wealth planning, executive compensation strategies, business‑owner retirement plan design, business exit planning, generational wealth transfer, and estate coordination. He is recognized for his ability to simplify complex financial concepts, helping clients make informed, strategic decisions at each stage of life.

As a results‑driven advisor, Rocky maintains an unwavering commitment to client education, transparency, and long‑term relationship building—all grounded in a deep understanding of each client’s unique priorities and objectives.

Areas of Focus:

Licenses & Designations:

FINRA Series 6, 7, 31, 63, 66 | Licensed in Life, Variable, and Long‑Term Care Insurance

2022 Founders Award winner -Charles Schwab

, associated_contact_record_id=185470606708, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20APRIL%202026/11875_Chopra_CEPA-Certificate-2026-April.pdf, url_slug_2=rakesh-chopra, impersonate_user_url=https://exit-planning-institute.org/member-detail/rakesh-chopra?impersonation=true, full_name=Rakesh Chopra, cepa_connect_self_select_badge=[Team Builder, Public Speaker, Collaborator, Referral Builder, Researcher, Coach/Mentor, Resource Sharer], phone=2063729018, cepa_connect_public_display_email=rbchopra@gmail.com, company_name=LPL /Mechanics Investment Services, name=Rakesh, hs_object_id=54491259808, status=Published, hs_updated_by_user_id=78050139, city=Federal Way, cohortium_member_profile_image=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Cohortium/profileImages/ae4e11d3f0eb4f0df6bbc08c2d2b82e8.jpg, hs_object_source_detail_1=Find a CEPA April 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=rakesh-chopra, lname=Chopra, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20APRIL%202026/CHOPRA-RAKESH-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-APRIL.pdf, hs_createdate=1778252797726, designations__text_=CEPA , advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Rakesh Chopra, email=rbchopra@gmail.com, website=MIS Brokerage Services | Mechanics Bank https://share.google/3LpXSc94WPDKptyqa, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778597478590, markets_served=Seattle Metropolitan, Washington State Oregon , notable_achievements=

, show_email_publicly=true, is_editable=editable, hs_lastmodifieddate=1783536283837, member_bio=

Areas of Focus:

Licenses & Designations:

FINRA Series 6, 7, 31, 63, 66 | Licensed in Life, Variable, and Long‑Term Care Insurance

2022 Founders Award winner -Charles Schwab

, linked_in=www.linkedin.com/in/ rockychopra-cepa, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=98003, username=rbchopragmail}

Advisor Type: Wealth Manager
Website:
MIS Brokerage Services | Mechanics Bank https://share.google/3LpXSc94WPDKptyqa
Phone: 2063729018
City: Federal Way
State: Washington
Postal Code: 98003
Country: United States
Designations: CEPA
Markets Served: Seattle Metropolitan, Washington State Oregon
Company Name: LPL /Mechanics Investment Services
LinkedIn:
www.linkedin.com/in/ rockychopra-cepa

PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

PDF/Download

UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.

Videos/Recordings

2026 Webinar Series

Join us as EPI interviews our 2026 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

Whitepaper

PDF/Download

Website Download

A Look Inside The Unique World of Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

Case Study

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

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

PDF/Download

Whitepaper

Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

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

Learn more about Happy Earth Cleaning’s transition from LLC to Co-operative..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Infographic

PDF/Download

CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..

View details and resources for your upcoming CEPA program.

Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..

Exercises

Template

Confidential Estate Planning Form

Use this document as a template for Confidential Estate Planning for your c..

Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Infographic

UBS Approved Content

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Template

Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..

PDF/Download

EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

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

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Whitepaper

UBS Approved Content

From Successful to Significant

The framework for a high value business transition.

Merrill Approved Content

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

Infographic

PDF/Download

Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

Infographic

Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

Infographic

Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

Infographic

Merrill Approved Content

MassMutual Approved Content

Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..

Infographic

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

Articles

Books/eBooks

PDF/Download

Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

Infographic

Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

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

Materials to use within the Value Maturity Index: Identifying Value portion..

Exercises

Template

Sample Personal Contingency Plan

A template for putting a contingency plan in place.

Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..

Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

Whitepaper

Program Overview

Register for CEPA

Testimonials

Featured Courses

View All Courses

The Exit Planning Summit

Webinars

State of Owner Readiness

Annual Exit

Free Content Library

About EPI

Purpose Statement

RAKESH CHOPRA

RAKESH CHOPRA

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

2025 Webinar Series

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

Top Questions To Ask Your Business Owner's Advisors

Subscribe to our newsletter

Subscribe to Our Blog