ANDY MCNAMARA
Corient
As a Certified Exit Planning Advisor (CEPA®), Andy McNamara 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.
{url_slug_backup=, custom_meta_description=Andy McNamara - CEPA, CFP, CPWA - Corient - San Diego, California, city=San Diego, display_country=United States, hs_object_source_label=IMPORT, url_slug=andy-mcnamara, lname=McNamara, designations=[CEPA, CFP-2, CPWA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202022/MCNAMARA-ANDY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-JANUARY-2022.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394767, cohortium_profile_title=Andy McNamara | Financial Advisor at Corient | CEPA Connect Member, state=California, hs_was_imported=true, id=2835665283, designations__text_=CEPA, CFP, CPWA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Andy McNamara, email=andy.mcnamara@dywealth.com, cohortium_meta_description=Connect with Andy McNamara, a specialized Financial Advisor working with Corient based in California. Credentials include: CEPA, CFP, CPWA., associated_contact_record_id=10475151, website=https://dywealth.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202022/3531_McNamara_CEPA-Certificates-2022-Jan.pdf, is_editable=editable, url_slug_2=andy-mcnamara, impersonate_user_url=https://exit-planning-institute.org/member-detail/andy-mcnamara?impersonation=true, full_name=Andy McNamara, hs_lastmodifieddate=1778086925303, phone=(818) 613-4226, company_name=Corient, name=Andy, hs_object_id=2835665283, associated_resources=0, hs_object_source=IMPORT, postal_code=92105, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=9997308}
- Advisor Type: Financial Advisor
- Website:
https://dywealth.com/ - Phone: (818) 613-4226
- City: San Diego
- State: California
- Postal Code: 92105
- Country: United States
- Designations: CEPA, CFP, CPWA
- Markets Served:
- Company Name: Corient
