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Frank Gerome is a Certified Exit Planning Advisor (CEPA) with expertise in exit planning and wealth transfer strategies.

Credentials

  • Certified Exit Planning Advisor (CEPA)
    Exit Planning Institute
    May, 2020
    - Apr, 2026
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Industry Focus. “Exit Planning and Wealth Transfer Strategies are not in the list. However, related to Wealth Transfer is Financial Services and Financial Advisory and Consulting.”

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