Claremont, CA, May 2022 – Pacific Advisors, an agency of The Guardian Life Insurance Company of America, is pleased to announce that financial advisors Robert Bukacek, Umang Patel and Eric Post have all earned the Certified Exit Planning Advisor (CEPA) credential.
CEPAs earn the credential by completing a comprehensive educational program designed for advisors and professionals who serve business owners. Participants in the CEPA program gain a deeper understanding of their clients’ needs at every stage of the business and learn how to help business owners build more valuable companies, have stronger personal financial plans, and align their business, personal, and financial goals. The program is offered by the Exit Planning Institute (EPI), a leader in the field of exit planning education.
About Exit Planning Institute
Exit Planning Institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.
About Pacific Advisors
Formed in 1962, with the first West Coast office of Guardian Life Insurance, Pacific Advisors serves more than 60,000 clients throughout the country. With in-depth knowledge and understanding of tax laws, financial services, investments, and insurance, the firm offers coordinated asset strategies tailored specifically to meet each individual’s financial objectives. For more information, please visit pacificadvisors.com.