DIEGO PATINO
Texas Capital Bank
As a Certified Exit Planning Advisor (CEPA®), Diego Patino 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=Diego Patino - - Texas Capital Bank - Houston, Texas, city=Houston, display_country=United States, hs_object_source_label=IMPORT, url_slug=diego-patino, lname=Patino, hs_object_source_id=38240822, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202023/PATINO-DIEGO-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1693578570275, cohortium_profile_title=Diego Patino | Wealth Manager at Texas Capital Bank | CEPA Connect Member, state=Texas, hs_was_imported=true, id=8498407264, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Diego Patino, email=diego.patino@texascapitalbank.com, cohortium_meta_description=Connect with Diego Patino, a specialized Wealth Manager working with Texas Capital Bank based in Texas., associated_contact_record_id=16897551, website=www.texascapitalbank.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202023/5632_Patino_CEPA-Certificate-2023-August.pdf, is_editable=editable, url_slug_2=diego-patino, impersonate_user_url=https://exit-planning-institute.org/member-detail/diego-patino?impersonation=true, full_name=Diego Patino, hs_lastmodifieddate=1764932305986, phone=(832) 969-5631, company_name=Texas Capital Bank, name=Diego, hs_object_id=8498407264, associated_resources=0, hs_object_source=IMPORT, postal_code=77056, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.texascapitalbank.com - Phone: (832) 969-5631
- City: Houston
- State: Texas
- Postal Code: 77056
- Country: United States
- Designations:
- Markets Served:
- Company Name: Texas Capital Bank
