PID 144


Certified Exit Planning Advisor

The Certified Exit Planning Advisor credential is earned by professional advisors with at least 5 years of industry experience who complete an intensive 5-day course and final exam. CEPA designees are bound to the Exit Planning Institute’s Code of Ethics and must complete 40 hours of continuing education every 3 years. Strategic exit planning give business owners the tools to build more valuable companies, have stronger personal financial plans, and align their personal and family goals. The Exit Planning Institute is headquartered in Cleveland, Ohio.

Rob Victor, CFP®, CEPA™

As a Principal at Foster Victor Wealth Advisors, Rob is committed to providing a premier wealth management experience by developing enduring relationships with the firm’s clients. Rob is a seasoned …