Fortuna Financial Advisor Earns Certified Exit Planning Advisor® Designation, Enhancing Expertise in Business Owner Exit Strategies

Press release from Edward Jones:

Financial Advisor Fred Robinson of the financial services firm Edward Jones in Fortuna has received the Certified Exit Planning Advisor®, or CEPA®, designation through the Exit Planning Institute(TM).

This designation provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to personal goals. The course of CEPA® study expands a financial advisor’s knowledge base in the following business-focused areas:

Exit planning considerations for business owners

The importance of business valuation

Personal financial management

Estate and charitable intent strategies

Robinson’s office is located at Strong’s Creek Plaza, Fortuna.

Robinson and branch office administrator Michelle can be reached at (707) 725-7943. You may also visit Robinson’s website at https://www.edwardjones.com/us-en/financial-advisor/fred-robinson.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 19,000 financial advisors serve more than 8 million clients with a total of $2 trillion in client assets under care at the end of December 2023. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.