Member Login

COREY SCHMIDT

IntentGen Financial Partners

As a Certified Exit Planning Advisor (CEPA®), Corey Schmidt 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=Corey Schmidt - - IntentGen Financial Partners - Naperville, Illinois, city=Naperville, display_country=United States, hs_object_source_detail_1=Find A CEPA (February 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=corey-schmidt, lname=Schmidt, hs_object_source_id=enrollmentId:1555434351162;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20February%202025/Schmidt-Corey-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-FEBRUARY.pdf, hs_createdate=1741359565265, cohortium_profile_title=Corey Schmidt | Financial Advisor at IntentGen Financial Partners | CEPA Connect Member, state=Illinois, id=24895472386, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Corey Schmidt, email=corey@intentgen.com, cohortium_meta_description=Connect with Corey Schmidt, a specialized Financial Advisor working with IntentGen Financial Partners based in Illinois., associated_contact_record_id=94615638188, website=www.intengen.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20February%202025/8877_Schmidt_CEPA-Certificate-2025-February.pdf, is_editable=editable, url_slug_2=corey-schmidt, impersonate_user_url=https://exit-planning-institute.org/member-detail/corey-schmidt?impersonation=true, full_name=Corey Schmidt, hs_lastmodifieddate=1764932346331, phone=+16308216990, company_name=IntentGen Financial Partners, name=Corey, hs_object_id=24895472386, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60563, status=Published, hs_updated_by_user_id=61653109}
  • Advisor Type: Financial Advisor
  • Website:
    https://www.intengen.com
  • Phone: +16308216990
  • City: Naperville
  • State: Illinois
  • Postal Code: 60563
  • Country: United States
  • Designations:
  • Markets Served:
  • Company Name: IntentGen Financial Partners