JEAN RIORDAN
Vision Retirement
As a Certified Exit Planning Advisor (CEPA®), Jean Riordan 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=Jean Riordan - - Vision Retirement - POUGHKEEPSIE, New York, city=POUGHKEEPSIE, display_country=United States, hs_object_source_detail_1=Find A CEPA (May 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jean-riordan, lname=Riordan, hs_object_source_id=enrollmentId:1700227278885;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20May%202025/RIORDAN-JEAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MAY.pdf, hs_createdate=1748610274014, cohortium_profile_title=Jean Riordan | Financial Advisor at Vision Retirement | CEPA Connect Member, state=New York, id=28831807905, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jean Riordan, email=jriordan@visionretirement.com, cohortium_meta_description=Connect with Jean Riordan, a specialized Financial Advisor working with Vision Retirement based in New York., associated_contact_record_id=82269796419, website=https://www.visionretirement.com/jean-riordan-cfp, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20May%202025/9418_Riordan_CEPA-Certificate-2025-May.pdf, is_editable=editable, url_slug_2=jean-riordan, impersonate_user_url=https://exit-planning-institute.org/member-detail/jean-riordan?impersonation=true, full_name=Jean Riordan, hs_lastmodifieddate=1764932310384, phone=+12019774522, company_name=Vision Retirement, name=Jean, hs_object_id=28831807905, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=12603, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.visionretirement.com/jean-riordan-cfp - Phone: +12019774522
- City: POUGHKEEPSIE
- State: New York
- Postal Code: 12603
- Country: United States
- Designations:
- Markets Served:
- Company Name: Vision Retirement
