Before you hire a financial professional, it’s important to consider their qualifications to ensure they have the right education and experience for your individual circumstances.
Before someone can claim to be a doctor or lawyer, financial professionals have varying degrees of formal education and experience which means it’s even more important to do your homework when researching who you’ll hire.
You’ll find that many financial advisors, coaches and counselors have chosen to earn top financial certifications to demonstrate their knowledge and dedication to helping their clients achieve their financial goals.
The (CEPA) is a unique designation for financial professionals who advise business owners on how to successfully sell or transition their business, a strategy referred to as ‘exit planning.