CHARLOTTE JONES
Northstar Financial Management
As a Certified Exit Planning Advisor (CEPA®), Charlotte Jones 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=Charlotte Jones - - Northstar Financial Management - San Diego, California, city=San Diego, display_country=United States, hs_object_source_detail_1=Find A CEPA (AUGUST 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=charlotte-jones, lname=Jones, hs_object_source_id=enrollmentId:1237818751267;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202024/JONES-CHARLOTTE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2024.pdf, hs_createdate=1725023433715, cohortium_profile_title=Charlotte Jones | Wealth Manager at Northstar Financial Management | CEPA Connect Member, state=California, id=14777129087, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Charlotte Jones, email=cjones@nsfmanagement.com, cohortium_meta_description=Connect with Charlotte Jones, a specialized Wealth Manager working with Northstar Financial Management based in California., associated_contact_record_id=48262773850, website=https://www.nsfmanagement.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202024/7615_Jones_CEPA-Certificate-2024-August.pdf, is_editable=editable, url_slug_2=charlotte-jones, impersonate_user_url=https://exit-planning-institute.org/member-detail/charlotte-jones?impersonation=true, full_name=Charlotte Jones, hs_lastmodifieddate=1764932310776, phone=858-879-7748, company_name=Northstar Financial Management, name=Charlotte, hs_object_id=14777129087, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92128, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.nsfmanagement.com/ - Phone: 858-879-7748
- City: San Diego
- State: California
- Postal Code: 92128
- Country: United States
- Designations:
- Markets Served:
- Company Name: Northstar Financial Management
