CARLOS VIVALDI
Carlos Vivaldi
As a Certified Exit Planning Advisor (CEPA®), Carlos Vivaldi is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Carlos Vivaldi - - Carlos Vivaldi - San Juan, Puerto Rico, city=San Juan, display_country=Puerto Rico, hs_object_source_detail_1=Find A CEPA (March 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=Carlos-Vivaldi, lname=Vivaldi, hs_object_source_id=enrollmentId:1603680181159;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202025/VIVALDI-CARLOS-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MARCH.pdf, hs_createdate=1743774555955, cohortium_profile_title=Carlos Vivaldi | CPA / Accountant at Carlos Vivaldi | CEPA Connect Member, state=Puerto Rico, id=26010069144, advisor_type=CPA / Accountant, custom_page_title=Exit Planning Institute - Find a CEPA | Carlos Vivaldi, email=carlos.vivaldioliver@gmail.com, cohortium_meta_description=Connect with Carlos Vivaldi, a specialized CPA / Accountant working with Carlos Vivaldi based in Puerto Rico., associated_contact_record_id=47979568426, website=N/A, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202025/cert%209101_Vivaldi_CEPA-Certificate-2025-March.pdf, is_editable=editable, url_slug_2=Carlos-Vivaldi, impersonate_user_url=https://exit-planning-institute.org/member-detail/Carlos-Vivaldi?impersonation=true, full_name=Carlos Vivaldi, hs_lastmodifieddate=1764932354077, phone=+17873069135, company_name=Carlos Vivaldi, name=Carlos, hs_object_id=26010069144, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=00926, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: CPA / Accountant
- Website:
https://N/A - Phone: +17873069135
- City: San Juan
- State: Puerto Rico
- Postal Code: 00926
- Country: Puerto Rico
- Designations:
- Markets Served:
- Company Name: Carlos Vivaldi
