Jeannie Holliday and Jodi Perez were named as Top Best-in-State Women Wealth Advisors by Forbes
Why work with a cepa?
Jodi Perez, CFA, CDFA®
Partner, IFS
Senior Financial Advisor, RJFS
Eric Miller, CEPA
Project Manager, IFS
Financial Professional, RJFS
Learn more about
the importance of having a
Certified Exit Planning Advisor
on your team.
What is a Certified Exit Planning Advisor?
The CEPA designation is awarded by the Exit Planning Institute to financial professionals who have deepened their knowledge of financial planning geared towards business owners seeking both growth and exit.
What is the CEPA designation?
The Certified Exit Planning Advisor (CEPA) is a unique credential that allows professional advisors to deeply engage with more business owners and help them plan in every aspect of their personal finances. Whether you are looking to sell or transition out of the business when retirement rolls around, a CEPA can help you plan for a successful transition.
Why is it important?
Many business owners struggle to align their personal finances, only paying attention to business finances. Having an advisor on your team that possesses the CEPA designation will help owners build more valuable companies, align their financial goals and create a solid personal financial plan that can help you retire with confidence that your financial bases are covered.
How can working with an CEPA help me?
At IFS, we have advisors of all backgrounds and designations (including CEPA), allowing us to offer a comprehensive approach for each unique situation. If you are approaching retirement or want to get a head start on an exit plan down the line, reach out to our team and we’d love to see how we can help.
