Member Login

BRYAN ELLIS

Second Mountain Financial, Inc.

As a Certified Exit Planning Advisor (CEPA®), Bryan Ellis 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=Bryan Ellis - CEPA - Second Mountain Financial, Inc. - Redondo Beach, California, city=Redondo Beach, display_country=United States, hs_object_source_label=IMPORT, url_slug=bryan-ellis, lname=Ellis, designations=[CEPA], hs_object_source_id=34603897, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202023/ELLIS-BRYAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-April-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1683029676140, cohortium_profile_title=Bryan Ellis | Wealth Manager at Second Mountain Financial, Inc. | CEPA Connect Member, state=California, hs_was_imported=true, id=6177185575, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Bryan Ellis, email=bryan@secondmountainfinancial.com, cohortium_meta_description=Connect with Bryan Ellis, a specialized Wealth Manager working with Second Mountain Financial, Inc. based in California. Credentials include: CEPA., associated_contact_record_id=18989801, website=secondmountainfinancial.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202023/5019_Ellis_CEPA-Certificate-2023-April.pdf, url_slug_2=bryan-ellis, impersonate_user_url=https://exit-planning-institute.org/member-detail/bryan-ellis?impersonation=true, full_name=Bryan Ellis, hs_lastmodifieddate=1764932319613, phone=(310) 373-3952, company_name=Second Mountain Financial, Inc., name=Bryan, hs_object_id=6177185575, associated_resources=0, hs_object_source=IMPORT, postal_code=90277, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=26688115}
  • Advisor Type: Wealth Manager
  • Website:
    https://secondmountainfinancial.com
  • Phone: (310) 373-3952
  • City: Redondo Beach
  • State: California
  • Postal Code: 90277
  • Country: United States
  • Designations: CEPA
  • Markets Served:
  • Company Name: Second Mountain Financial, Inc.