Cepa Charles Kedra
Partner, Director of Business Planning Services and Wealth Advisor
For over 31 years Cepa Charles Kedra has been working in different jobs. Recently, Cepa worked as a Wealth Advisor and Senior Partner in Legacy Planning Partners enhancing knowledge. This person graduated from Penn State University in 1995 where this expert received all the required skills. This person has all required knowledge and skills for his job, that's proven by the following certifications in Cfp (Certified Financial Planner), Cepa (Certified Exit Planning Advisor), and Cpa. You can find Cepa in West Chester, Pennsylvania, where he lives nowadays. SoftwareOfficial has all the information you need to contact Cepa Charles Kedra, such as this expert's phone number or email address. Feel free to send us the request to get additional data.
Name variants:
Cepa Kedra
Last updated Jul 22, 2024
Contact Information
Workplace
Wealth Advisor and Senior Partner
Plymouth Meeting, PA
Industry
Financial Services
Colleagues
Work History
Wealth Advisor and Senior Partner
600 west Germantown Pike SUITE 261, Plymouth Meeting, PA 19462
Legacy Planning Partners is an independent, fee based financial planning firm providing objective financial advice and services to individuals and businesses. Shaping your financial destiny ...
Mar 1, 2004 — Dec 2017
Senior Advisor
501 Boylston St, Boston, MA 02116
Qualified Plan Design Services and Investment Management Insurance and Investment Advisory Services
Jun 1992 — Mar 2004
Senior Financial Analyst
270 Park Ave, New York, NY 10010
Financial Reporting Private Banking
Apr 1989 — Jun 1992
Cpa and Auditor
Chicago, IL
CPA Small Business Audit Group
Jan 1986 — Apr 1989
Partner, Director of Business Planning Services and Wealth Advisor
300 Willowbrook Ln, West Chester, PA 19382
Education
1992 — 1995
1982 — 1986
Occupations
Executive
Partner
Director of Business Planning
Advisor
Accountant
Finance and Accounting Specialist
Senior Advisor
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Design and Execution of Business Exit Strategies
Profit Improvement and Value Enhancement Strategies
Personal Financial Strategies
Financial Planning
Wealth Management
Estate Planning
Business Exit Planning
FAQs about Cepa Charles Kedra
What is the main profession of Cepa Charles Kedra?
This professional's job is Partner, Director of Business Planning Services and Wealth Advisor
What jobs is Cepa Charles Kedra proficient at at?
Cepa is proficient at Executive and Partner jobs.
Where does Cepa Charles Kedra live?
West Chester, Pennsylvania is the place where Cepa Charles Kedra currently lives
Where did Cepa Charles Kedra work?
The expert worked at Legacy Planning Partners, New England Financial.
Where has Cepa Charles Kedra studied?
Cepa studied at the Penn State University from 1992 to 1995.
Are there any professional certifications, that Cepa Charles Kedra has?
This professional received the following certifications: Cfp (Certified Financial Planner), Cepa (Certified Exit Planning Advisor), and Cpa.
What is professional industry that Cepa Charles Kedra is connected to?
This person works in Financial Services industry.
What are special skills of Cepa Charles Kedra?
This person has the following skills: Design and Execution of Business Exit Strategies, Profit Improvement and Value Enhancement Strategies, and Personal Financial Strategies.