Robert F. Farrell, Executive Vice President / Wealth Management, Financial Advisor, has achieved the designation of Certified Exit Planning Advisor (CEPA®).
The CEPA® credential is for professional advisors who want to effectively engage with business owners. The designation enhances Bob’s ability to have deeper and more holistic conversations with business owners, and have value added conversations around growth and exit.
Business owners can build more valuable companies, have stronger personal financial plans, and align their personal goals when working with a Certified Exit Planner.
