DEREK GARLAND
First Citizens Bank
As a Certified Exit Planning Advisor (CEPA®), Derek Garland 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=Derek Garland - CEPA, CFP - First Citizens Bank - Charlotte, South Carolina, city=Charlotte, cepa_since=2020, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=derek-garland, lname=Garland, designations=[CEPA, CFP-2], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202020/GARLAND-DEREK-CERTIFICATE%20OF%20ATTENDANCE-NASBA-MASTERclass.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394684, cohortium_profile_title=Derek Garland | Exit Planner / Value Advisor at First Citizens Bank | CEPA™ since 2020 | CEPA Connect Member, state=South Carolina, hs_was_imported=true, id=2835612788, designations__text_=CEPA, CFP, advisor_type=Exit Planner / Value Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Derek Garland, email=derek.garland@firstcitizens.com, cohortium_meta_description=Connect with Derek Garland, a specialized Exit Planner / Value Advisor working with First Citizens Bank based in South Carolina. Credentials include: CEPA, CFP., associated_contact_record_id=774101, website=https://www.firstcitizens.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202020/1606_Garland_CEPA-Certificate_2020-APR-MC.pdf, is_editable=editable, url_slug_2=derek-garland, impersonate_user_url=https://exit-planning-institute.org/member-detail/derek-garland?impersonation=true, full_name=Derek Garland, hs_lastmodifieddate=1766024039666, phone=(704) 338-3874, company_name=First Citizens Bank, name=Derek, hs_object_id=2835612788, associated_resources=0, hs_object_source=IMPORT, postal_code=29730, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Exit Planner / Value Advisor
- Website:
https://www.firstcitizens.com/ - Phone: (704) 338-3874
- City: Charlotte
- State: South Carolina
- Postal Code: 29730
- Country: United States
- Designations: CEPA, CFP
- Markets Served:
- Company Name: First Citizens Bank
