CHARLES GILLESPIE
Castle Coast Wealth
As a Certified Exit Planning Advisor (CEPA®), Charles Gillespie 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=Charles Gillespie - - Castle Coast Wealth - La Jolla, California, city=La Jolla, display_country=United States, hs_object_source_detail_1=Find a CEPA April 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=charles-gillespie, profile_name=Charlie Gillespie 70, lname=Gillespie, hs_object_source_id=enrollmentId:2514395833932;actionExecutionIndex:0, hs_createdate=1778252797759, cohortium_profile_title=Charles Gillespie | Wealth Manager at Castle Coast Wealth | CEPA Connect Member, state=California, id=54490819191, advisor_type=Wealth Manager, custom_page_title=Charles Gillespie, email=charlie@castlecoastwealth.com, associated_contact_record_id=214439047541, cohortium_meta_description=Connect with Charles Gillespie, a specialized Wealth Manager working with Castle Coast Wealth based in California., contact_is_part_of_listsegment_cepa_connect_access=true, website=www.castlecoastwealth.com, cepa_connect_profile_created=1778597424144, is_editable=editable, url_slug_2=charles-gillespie, impersonate_user_url=https://exit-planning-institute.org/member-detail/charles-gillespie?impersonation=true, full_name=Charles Gillespie, hs_lastmodifieddate=1778597430246, phone=+1 858-546-1247, company_name=Castle Coast Wealth, hs_object_id=54490819191, name=Charles, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92037, status=Published, username=charliecastlecoastwealth}
- Advisor Type: Wealth Manager
- Website:
https://www.castlecoastwealth.com - Phone: +1 858-546-1247
- City: La Jolla
- State: California
- Postal Code: 92037
- Country: United States
- Designations:
- Markets Served:
- Company Name: Castle Coast Wealth
