BOBBY EBERT
Fortune Financial
As a Certified Exit Planning Advisor (CEPA®), Bobby Ebert 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=Bobby Ebert - CEPA, AIF, CLTC, CFP, CLU - Fortune Financial - Minneapolis, Minnesota, city=Minneapolis, display_country=United States, hs_object_source_label=IMPORT, url_slug=bobby-ebert, lname=Ebert, designations=[AIF, CEPA, CFP-2, CLTC, CLU], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202021/EBERT-BOBBY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-JUNE-2021.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394734, cohortium_profile_title=Bobby Ebert | Financial Advisor at Fortune Financial | CEPA Connect Member, state=Minnesota, hs_was_imported=true, id=2835716471, designations__text_=CEPA, AIF, CLTC, CFP, CLU, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Bobby Ebert, email=bobby.ebert@fortunefin.com, cohortium_meta_description=Connect with Bobby Ebert, a specialized Financial Advisor working with Fortune Financial based in Minnesota. Credentials include: CEPA, AIF, CLTC, CFP, CLU., associated_contact_record_id=6630351, website=https://www.northstarfinancial.com/firms/fortune-financial/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JUNE%202021/2944-Ebert_CEPA-Certificate-2021-JUNE-MC.pdf, is_editable=editable, url_slug_2=bobby-ebert, impersonate_user_url=https://exit-planning-institute.org/member-detail/bobby-ebert?impersonation=true, full_name=Bobby Ebert, hs_lastmodifieddate=1764932313610, phone=(952) 908-2508, company_name=Fortune Financial, name=Bobby, hs_object_id=2835716471, associated_resources=0, hs_object_source=IMPORT, postal_code=55311, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Financial Advisor
- Website:
https://www.northstarfinancial.com/firms/fortune-financial/ - Phone: (952) 908-2508
- City: Minneapolis
- State: Minnesota
- Postal Code: 55311
- Country: United States
- Designations: CEPA, AIF, CLTC, CFP, CLU
- Markets Served:
- Company Name: Fortune Financial

