Exit Planning Tools for Business Owners

exitmap professionals

Brian Davis, ChFC, CFP, CEPA

 Professional ExitMap Advisor (PEMA)

 
 
COMPLETE YOUR FREE EXIT READINESS ASSESSMENT HERE!

Brian Davis, ChFC, CFP, CEPA:
President, Davis Wealth Management, LLC ➤

Brian Davis is a Certified Financial Planner™ (CFP™) practitioner and holds the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant™ (PPC™) designations from the Center for Fiduciary Studies.
 
Brian also holds the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA), and the Certified Exit Planner Advisor (CEPA) designation from the Exit Planning Institute where the focus is on Value Acceleration, a proven process that focuses on value growth and aligning business, personal, and financial goals.
 

  • Listing ID: 7242
  • Professional Class: Exit Planner, Financial Planner, Insurance
Contact details

3998 Broadview Road, Suite A Richfield, OH 44286-8501USA: Ohio - Cleveland Area,USA: Ohio Show phone number https://exitmap.com/daviswealthmanagement/

Contact listing owner
Share this: