GRANT BLEDSOE
Three Oaks Wealth
As a Certified Exit Planning Advisor (CEPA®), Grant Bledsoe 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=Grant Bledsoe - CEPA, AIF, CFA, CFP - Three Oaks Wealth - Gold River, California, city=Gold River, display_country=United States, hs_object_source_label=IMPORT, url_slug=grant-bledsoe, lname=Bledsoe, designations=[AIF, CEPA, CFA, CFP-2], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202021/BLEDSOE-GRANT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-SEPTEMBER-2021.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394741, cohortium_profile_title=Grant Bledsoe | Financial Advisor at Three Oaks Wealth | CEPA Connect Member, state=California, hs_was_imported=true, id=2835683385, designations__text_=CEPA, AIF, CFA, CFP, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Grant Bledsoe, email=grant.bledsoe@threeoakswealth.com, cohortium_meta_description=Connect with Grant Bledsoe, a specialized Financial Advisor working with Three Oaks Wealth based in California. Credentials include: CEPA, AIF, CFA, CFP., associated_contact_record_id=8311001, website=https://www.threeoakswealth.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202021/3187_Bledsoe_CEPA-Certificate_2021-Sept.pdf, is_editable=editable, url_slug_2=grant-bledsoe, impersonate_user_url=https://exit-planning-institute.org/member-detail/grant-bledsoe?impersonation=true, full_name=Grant Bledsoe, hs_lastmodifieddate=1764932332588, phone=(916) 318-4849, company_name=Three Oaks Wealth, name=Grant, hs_object_id=2835683385, associated_resources=0, hs_object_source=IMPORT, postal_code=95670, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Financial Advisor
- Website:
https://www.threeoakswealth.com/ - Phone: (916) 318-4849
- City: Gold River
- State: California
- Postal Code: 95670
- Country: United States
- Designations: CEPA, AIF, CFA, CFP
- Markets Served:
- Company Name: Three Oaks Wealth
