JAY KIRKWOOD
Secure Financial Management
As a Certified Exit Planning Advisor (CEPA®), Jay Kirkwood 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.
{city=San Antonio, display_country=United States, hs_object_source_detail_1=Find a CEPA November 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jay-kirkwood, lname=Kirkwood, hs_object_source_id=enrollmentId:2116067048837;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202025/KIRKWOOD-JAMIN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-NOVEMBER-2025.pdf, hs_createdate=1764337953659, cohortium_profile_title=Jay Kirkwood | Wealth Manager at Secure Financial Management | CEPA Connect Member, id=41672506160, advisor_type=Wealth Manager, custom_page_title=Jay Kirkwood, email=jkirkwood@sfmplanning.com, cohortium_meta_description=Connect with Jay Kirkwood, a specialized Wealth Manager working with Secure Financial Management., associated_contact_record_id=164005959939, website=www.sfmplanning.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20NOVEMBER%202025/10611_Kirkwood_CEPA-Certificate-2025-November.pdf, is_editable=editable, url_slug_2=jay-kirkwood, impersonate_user_url=https://exit-planning-institute.org/member-detail/jay-kirkwood?impersonation=true, full_name=Jay Kirkwood, hs_lastmodifieddate=1766059110010, phone=+1 210-428-6250, company_name=Secure Financial Management, name=Jay, hs_object_id=41672506160, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=78249, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https://www.sfmplanning.com - Phone: +1 210-428-6250
- City: San Antonio
- State:
- Postal Code: 78249
- Country: United States
- Designations:
- Markets Served:
- Company Name: Secure Financial Management
