JEFFREY GEROLD
National Philanthropic Trust
As a Certified Exit Planning Advisor (CEPA®), Jeffrey Gerold 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=Jeffrey Gerold - CEPA, CFP - National Philanthropic Trust - Jenkintown, Pennsylvania, city=Jenkintown, display_country=United States, hs_object_source_label=IMPORT, url_slug=jeffrey-gerold, lname=Gerold, designations=[CEPA, CFP-2], hs_object_source_id=28461106, hs_created_by_user_id=44511833, hs_createdate=1663079394676, cohortium_profile_title=Jeffrey Gerold | Other at National Philanthropic Trust | CEPA Connect Member, state=Pennsylvania, hs_was_imported=true, id=2835783260, designations__text_=CEPA, CFP, advisor_type=Other, custom_page_title=Exit Planning Institute - Find a CEPA | Jeffrey Gerold, email=jgerold@nptrust.org, cohortium_meta_description=Connect with Jeffrey Gerold, a specialized Other working with National Philanthropic Trust based in Pennsylvania. Credentials include: CEPA, CFP., website=https://www.nptrust.org/, is_editable=editable, url_slug_2=jeffrey-gerold, impersonate_user_url=https://exit-planning-institute.org/member-detail/jeffrey-gerold?impersonation=true, full_name=Jeffrey Gerold, hs_lastmodifieddate=1764932316150, phone=(972) 841-6531, company_name=National Philanthropic Trust, name=Jeffrey, hs_object_id=2835783260, associated_resources=0, hs_object_source=IMPORT, postal_code=19046, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=44511833}
- Advisor Type: Other
- Website:
https://www.nptrust.org/ - Phone: (972) 841-6531
- City: Jenkintown
- State: Pennsylvania
- Postal Code: 19046
- Country: United States
- Designations: CEPA, CFP
- Markets Served:
- Company Name: National Philanthropic Trust
