DEX YUDELSON
Charles Schwab
As a Certified Exit Planning Advisor (CEPA®), Dex Yudelson 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=Dex Yudelson - - Charles Schwab - San Diego, California, city=San Diego, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=dex-yudelson, lname=Yudelson, hs_object_source_id=enrollmentId:1403664642335;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/YUDELSON-DEX-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301430, cohortium_profile_title=Dex Yudelson | Financial Advisor at Charles Schwab | CEPA Connect Member, state=California, id=20404933257, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Dex Yudelson, email=dex.yudelson@schwab.com, cohortium_meta_description=Connect with Dex Yudelson, a specialized Financial Advisor working with Charles Schwab based in California., associated_contact_record_id=15014851, website=https://www.schwab.com/client-home, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8325_Yudelson%20_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=dex-yudelson, impersonate_user_url=https://exit-planning-institute.org/member-detail/dex-yudelson?impersonation=true, full_name=Dex Yudelson, hs_lastmodifieddate=1764932325433, phone=+17209398794, company_name=Charles Schwab, name=Dex, hs_object_id=20404933257, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92109, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.schwab.com/client-home - Phone: +17209398794
- City: San Diego
- State: California
- Postal Code: 92109
- Country: United States
- Designations:
- Markets Served:
- Company Name: Charles Schwab
