HEATHER SMART
WGG Wealth Partners
As a Certified Exit Planning Advisor (CEPA®), Heather Smart 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=Heather Smart - CEPA, CRPC, CFP, APMA - WGG Wealth Partners - Roseville, California, city=Roseville, cepa_since=0, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=heather-smart, lname=Smart, designations=[CEPA, CFP-2, APMA, CRPC], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202020/Smart-Heather-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-JUNE.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394698, cohortium_profile_title=Heather Smart | Wealth Manager at WGG Wealth Partners | CEPA™ since 0 | CEPA Connect Member, state=California, hs_was_imported=true, id=2835783262, designations__text_=CEPA, CRPC, CFP, APMA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Heather Smart, email=heather.smart@ampf.com, cohortium_meta_description=Connect with Heather Smart, a specialized Wealth Manager working with WGG Wealth Partners based in California. Credentials include: CEPA, CRPC, CFP, APMA., associated_contact_record_id=1676901, website=https://www.ameripriseadvisors.com/heather.smart/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JUNE%202020/1919_Smart_CEPA-Certificate_2020-JUN-MC.pdf, is_editable=editable, url_slug_2=heather-smart, impersonate_user_url=https://exit-planning-institute.org/member-detail/heather-smart?impersonation=true, full_name=Heather Smart, hs_lastmodifieddate=1766024036296, phone=(916) 677-1640, company_name=WGG Wealth Partners, name=Heather, hs_object_id=2835783262, associated_resources=0, hs_object_source=IMPORT, postal_code=95661, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.ameripriseadvisors.com/heather.smart/ - Phone: (916) 677-1640
- City: Roseville
- State: California
- Postal Code: 95661
- Country: United States
- Designations: CEPA, CRPC, CFP, APMA
- Markets Served:
- Company Name: WGG Wealth Partners
