DAVID EDER
Rockefeller Capital
As a Certified Exit Planning Advisor (CEPA®), David Eder 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=David Eder - - Rockefeller Capital - Stamford, Connecticut, city=Stamford, display_country=United States, hs_object_source_label=IMPORT, url_slug=david-eder, lname=Eder, hs_object_source_id=40988521, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202023/EDER-DAVID-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1701109253307, cohortium_profile_title=David Eder | Financial Advisor at Rockefeller Capital | CEPA Connect Member, state=Connecticut, hs_was_imported=true, id=10913776307, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | David Eder, email=deder@rockco.com, cohortium_meta_description=Connect with David Eder, a specialized Financial Advisor working with Rockefeller Capital based in Connecticut., associated_contact_record_id=24708951, website=Rockefeller Capital Management, L.L.C., cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202023/6061_Eder_CEPA-Certificate-2023-November.pdf, is_editable=editable, url_slug_2=david-eder, impersonate_user_url=https://exit-planning-institute.org/member-detail/david-eder?impersonation=true, full_name=David Eder, hs_lastmodifieddate=1764932348233, phone=(203) 717-6615, company_name=Rockefeller Capital, name=David, hs_object_id=10913776307, associated_resources=0, hs_object_source=IMPORT, postal_code=06902, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=61653109}
- Advisor Type: Financial Advisor
- Website:
https://Rockefeller Capital Management, L.L.C. - Phone: (203) 717-6615
- City: Stamford
- State: Connecticut
- Postal Code: 06902
- Country: United States
- Designations:
- Markets Served:
- Company Name: Rockefeller Capital
