DARIO OCHOA
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Dario Ochoa 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=Dario Ochoa - CEPA - Merrill Lynch - Guaynabo, Puerto Rico, city=Guaynabo, display_country=United States, hs_object_source_label=IMPORT, url_slug=dario-ochoa, lname=Ochoa, designations=[CEPA], hs_object_source_id=33714104, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202023/OCHOA-DARIO-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-March-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1680192908190, cohortium_profile_title=Dario Ochoa | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=Puerto Rico, hs_was_imported=true, id=5751579671, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Dario Ochoa, email=dario.ochoa@ml.com, cohortium_meta_description=Connect with Dario Ochoa, a specialized Financial Advisor working with Merrill Lynch based in Puerto Rico. Credentials include: CEPA., associated_contact_record_id=21069851, website=ml.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202023/4942_Ochoa_CEPA-Certificate-2023-March.pdf, is_editable=editable, url_slug_2=dario-ochoa, impersonate_user_url=https://exit-planning-institute.org/member-detail/dario-ochoa?impersonation=true, full_name=Dario Ochoa, hs_lastmodifieddate=1764932337304, phone=(787) 249-1778, company_name=Merrill Lynch, name=Dario, hs_object_id=5751579671, associated_resources=0, hs_object_source=IMPORT, postal_code=00969, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Financial Advisor
- Website:
https://ml.com - Phone: (787) 249-1778
- City: Guaynabo
- State: Puerto Rico
- Postal Code: 00969
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Merrill Lynch
