CRISTOPHER LLOPIZ OSORIO
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Cristopher Llopiz Osorio 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=Cristopher Llopiz Osorio - - Merrill Lynch - Providence, Rhode Island, city=Providence, display_country=United States, hs_object_source_detail_1=Find A CEPA (SEPTEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=cristopher-llopiz osorio, lname=Llopiz Osorio, hs_object_source_id=enrollmentId:1291468119120;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202024/LLOPIZ%20OSORIO-CHRISTOPHER-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Sept%202024.pdf, hs_createdate=1727442540911, cohortium_profile_title=Cristopher Llopiz Osorio | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=Rhode Island, id=16124824154, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Cristopher Llopiz Osorio, email=cristopher.llopizosorio@ml.com, cohortium_meta_description=Connect with Cristopher Llopiz Osorio, a specialized Financial Advisor working with Merrill Lynch based in Rhode Island., associated_contact_record_id=31760201, website=https://olui2.fs.ml.com/login/signin.aspx, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202024/7826_Llopiz%20Osorio_CEPA-Certificate-2024-September.pdf, is_editable=editable, url_slug_2=cristopher-llopiz osorio, impersonate_user_url=https://exit-planning-institute.org/member-detail/cristopher-llopiz osorio?impersonation=true, full_name=Cristopher Llopiz Osorio, hs_lastmodifieddate=1764932318392, phone=7872992961, company_name=Merrill Lynch, name=Cristopher, hs_object_id=16124824154, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=02906, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://olui2.fs.ml.com/login/signin.aspx - Phone: 7872992961
- City: Providence
- State: Rhode Island
- Postal Code: 02906
- Country: United States
- Designations:
- Markets Served:
- Company Name: Merrill Lynch
