Exit Planning Institute - Find a CEPA

Tabitha Concepcion is Vice President and Wealth Advisor for Truist Bank. She holds the CERTIFIED FINANCIAL PLANNER™ designation and serves as a trusted advisor to build and implement tailored financial plans. Tabitha provides customized solutions to establish success and preserve security through planning. Her strengths of business development and gift of putting herself in the client’s shoes complements her distinct ability of consolidating and simplifying obstacles into clear, measurable, and actionable steps for long term security.

Tabitha’s personal mission is to provide resources to “Live Life on Your Own Terms.” Tabitha states, “You are your greatest asset, and the capacity to create is limitless. The key to unlock your dreams and vision lies in your financial independence, freedom, and security in taking care of yourself and what matters most to you.”

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2022 Colorado State of Owner Readiness Quick Look Brochure

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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UBS Approved Content

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