SIMON REEVES
Pasadena Private Wealth
As a Certified Exit Planning Advisor (CEPA®), Simon Reeves 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=Simon Reeves - - Pasadena Private Wealth - Aliso Viejo, California, city=Aliso Viejo, display_country=United States, hs_object_source_detail_1=Find A CEPA (MAY 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=Simon-Reeves, lname=Reeves, hs_object_source_id=enrollmentId:1067880975012;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MAY%202024/REEVES-SIMON-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-May%202024.pdf, hs_createdate=1716572511298, cohortium_profile_title=Simon Reeves | Wealth Manager at Pasadena Private Wealth | CEPA Connect Member, state=California, id=13389714297, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Simon Reeves, email=sreeves@pasadenapw.com, cohortium_meta_description=Connect with Simon Reeves, a specialized Wealth Manager working with Pasadena Private Wealth based in California., cepa_attendance_sheet_url_2=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202024/REEVES-SIMON-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Apr%202024.pdf, associated_contact_record_id=177037885219, website=https://www.pasadenaprivatewealth.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MAY%202024/7085_Reeves_CEPA-Certificate-2024-May.pdf, is_editable=editable, url_slug_2=Simon-Reeves, impersonate_user_url=https://exit-planning-institute.org/member-detail/Simon-Reeves?impersonation=true, full_name=Simon Reeves, hs_lastmodifieddate=1764932311495, phone=9497010123, company_name=Pasadena Private Wealth, name=Simon, hs_object_id=13389714297, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92656, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.pasadenaprivatewealth.com/ - Phone: 9497010123
- City: Aliso Viejo
- State: California
- Postal Code: 92656
- Country: United States
- Designations:
- Markets Served:
- Company Name: Pasadena Private Wealth
