CHARLES WALLING
RBG Capital LLC
As a Certified Exit Planning Advisor (CEPA®), Charles Walling 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 Walling - - RBG Capital LLC - Scottsdale, Arizona, city=Scottsdale, display_country=United States, hs_object_source_detail_1=Find A CEPA (JANUARY 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=charles-walling, lname=Walling, hs_object_source_id=enrollmentId:1513997350565;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202025/WALLING-CHARLES-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-JANUARY.pdf, hs_createdate=1739200633059, cohortium_profile_title=Charles Walling | Financial Advisor at RBG Capital LLC | CEPA Connect Member, state=Arizona, id=23831671603, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Charles Walling, email=ctwalling@rbgcap.com, cohortium_meta_description=Connect with Charles Walling, a specialized Financial Advisor working with RBG Capital LLC based in Arizona., associated_contact_record_id=42505710224, website=www.rbgcap.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202025/8688_Walling_CEPA-Certificate-2025-January.pdf, is_editable=editable, url_slug_2=charles-walling, impersonate_user_url=https://exit-planning-institute.org/member-detail/charles-walling?impersonation=true, full_name=Charles Walling, hs_lastmodifieddate=1764932326822, phone=+14803860328, company_name=RBG Capital LLC, name=Charles, hs_object_id=23831671603, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=85258, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.rbgcap.com - Phone: +14803860328
- City: Scottsdale
- State: Arizona
- Postal Code: 85258
- Country: United States
- Designations:
- Markets Served:
- Company Name: RBG Capital LLC
