AMANDA TOTTEN
As a Certified Exit Planning Advisor (CEPA), Amanda Totten 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.
Amanda Totten, CFP® | CEPA® | MBA
Wealth Advisor
700 Ghent Rd, Suite 100
Akron, OH 44333
330-333-5900
As a Certified Exit Planning Advisor (CEPA), Amanda Totten 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.
Amanda Totten, CFP® | CEPA® | MBA
Wealth Advisor
700 Ghent Rd, Suite 100
Akron, OH 44333
330-333-5900
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- Website:
https://truewealthdesign.com - Phone: 330-333-5900
- City: Akron
- State: Ohio
- Postal Code: 44333
- Country: United States
- Designations: CFP, CEPA, MBA
- Markets Served:
- Company Name: True Wealth Design
