GERRI DERUBEIS
CFO Mindset
As a Certified Exit Planning Advisor (CEPA®), Gerri Derubeis 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=Gerri Derubeis - - CFO Mindset - Rio Vista, California, city=Rio Vista, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=gerald anne-derubeis, lname=DeRubeis, hs_object_source_id=enrollmentId:1403664642147;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/DERUBEIS-GERRI-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301355, cohortium_profile_title=Gerri Derubeis | Financial Advisor at CFO Mindset | CEPA Connect Member, state=California, id=20392785772, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Gerri Derubeis, email=gerri@cfomindset.com, cohortium_meta_description=Connect with Gerri Derubeis, a specialized Financial Advisor working with CFO Mindset based in California., associated_contact_record_id=31302328395, website=www.cfomindset.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8117_DeRubeis_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=gerald anne-derubeis, impersonate_user_url=https://exit-planning-institute.org/member-detail/gerald anne-derubeis?impersonation=true, full_name=Gerri Derubeis, hs_lastmodifieddate=1764932320048, phone=+18473662373, company_name=CFO Mindset , name=Gerri , hs_object_id=20392785772, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=94571, status=Published, hs_updated_by_user_id=70988577}
- Advisor Type: Financial Advisor
- Website:
https://www.cfomindset.com - Phone: +18473662373
- City: Rio Vista
- State: California
- Postal Code: 94571
- Country: United States
- Designations:
- Markets Served:
- Company Name: CFO Mindset
