The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To learn more, visit www.EarnCEPA.com.
CEPA San Diego | Class of 2018
Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community!
- Richard Andryc, UBS Financial Services, Inc., California
- Ed Barkel, Lewis Roca Rothgerber Christie, Arizona
- Thomas Brandino, Frost Bank, Texas
- Janette Brooks, Wells Fargo Private Bank, California
- Sam Catlett, UBS Financial Services, Inc., North Carolina
- Edgar Collado, Tobias Financial Advisors, Florida
- Felicia Corbett, Woodbury Financial, California
- Richard Davis Lowell, BNY Mellon Wealth Management, California
- Steve DeMatteo, UBS Financial Services, Inc., California
- Bill Ditty, Ditty Financial, Ohio
- Brian Donaldson, UBS Financial Services, Inc., California
- Steve Eisnaugle, Frost Bank, Texas
- Mike Ella, KeyBank, Ohio
- Luke Ervin, UBS Financial Services, Inc., California
- Jason Ezzell, The Ezzell-Conklin Group, California
- Carly Fagan Neals, BNY Mellon Wealth Management, Pennsylvania
- Samuel Gallucci, UBS Financial Services, Inc., New York
- Lidiya Gold, Frost Bank, Texas
- Jay Halverson, First Republic Wealth Management, Oregon
- Will Hendricks, First Republic Wealth Management, Oregon
- Daniel Heth, UBS Financial Services, Inc., Pennsylvania
- John House, MasterTech Financial Advisors, Arizona
- Glenn Keen, Keen & Company, Georgia
- RJ Kelly, Wealth Legacy Group, Inc., California
- Chris Kurdziel, UBS Financial Services, Inc., California
- Stephen LaFata, UBS Financial Services, Inc., California
- Andrew Low, BNY Mellon Wealth Management, California
- Brian Lynch, UBS Financial Services, Inc., Massachusetts
- Justin Makso, First Republic Wealth Management, Massachusetts
- Chris Marsh, UBS Financial Services, Inc., California
- Adam Mazzaro, BNY Mellon Wealth Management, California
- Corby Megorden, ENNIS Legacy Partners, Maryland
- Greg Merrill, UBS Financial Services, Inc., Connecticut
- Robert Mourad, UBS Financial Services, Inc., California
- Steve Neighbors, Strategic & Operational Solutions, Inc., Idaho
- Ayse Ozkan, U.S. Trust, California
- Ann Page, UBS Financial Services, Inc., Texas
- Peter Paik, UBS Financial Services, Inc., California
- W. Paul Patterson, UBS Financial Services, Inc., North Carolina
- Carl Pinkard, Aldrich Wealth, California
- Chris Radici, UBS Financial Services, Inc., California
- Ellen Rankin, UBS Financial Services, Inc., North Carolina
- Bob Roark, RS Asset Management, Colorado
- David Rosenthal, UBS Financial Services, Inc., California
- Lamar Rutherford, Exit Consulting Group, California
- Joe Seetoo, Morton Capital, California
- Peter Sieffert, Incendia Group, California
- Peter Stone, Legacy Partners, LLP, Vermont
- Brian Trzcinski, MassMutual, Massachusetts
- Chris Vanderzyden, Legacy Partners, LLP, Vermont
- Deidre Waltz, UBS Financial Services, Inc., Illinois
- Chris Watkins, UBS Financial Services, Inc., Minnesota
- Jeffery Wiese, UBS Financial Services, Inc., Tennessee
- John Willis, UBS Financial Services, Inc., California
- Brian Young, UBS Financial Services, Inc., California
We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!
About Exit Planning Institute:
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.
