Fortuna Financial Advisor Achieves Certified Exit Planning Advisor® Designation, Strengthening Knowledge in Business Owner Exit Plans

Financial Advisor Fred Robinson Receives Certified Exit Planning Advisor® Designation from Edward Jones

Are you a business owner looking to plan for a successful exit strategy? Look no further than Fred Robinson, a Financial Advisor at Edward Jones in Fortuna, who has recently received the Certified Exit Planning Advisor® (CEPA®) designation through the Exit Planning Institute(TM).

This prestigious designation equips Robinson with the knowledge and skills necessary to help business owners navigate the complexities of exiting their businesses. From discussing business readiness to aligning personal financial strategies with personal goals, Robinson is well-equipped to guide you through the process.

Located at Strong’s Creek Plaza in Fortuna, Robinson and his team are ready to assist you in planning for the future. You can reach them at (707) 725-7943 or visit Robinson’s website for more information.

As a leading financial services firm in the U.S. and Canada, Edward Jones is committed to partnering for positive impact and improving the lives of its clients and colleagues. With over 19,000 financial advisors serving more than 8 million clients, Edward Jones is dedicated to helping individuals achieve their financial goals.

Don’t wait until it’s too late to plan for your business exit strategy. Contact Fred Robinson at Edward Jones today to start planning for a successful future.

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