JOHN MOSHER
Unique Wealth
As a Certified Exit Planning Advisor (CEPA®), John Mosher 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=John Mosher - CEPA, AEP, CFP, ChFC, CLU - Unique Wealth - Clearwater, Florida, city=Clearwater, display_country=United States, hs_object_source_label=IMPORT, url_slug=john-mosher, lname=Mosher, designations=[AEP, CEPA, CFP-2, CLU, ChFC], hs_object_source_id=32104019, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202022/MOSHER-JOHN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-November-2022.pdf, hs_created_by_user_id=26263591, hs_createdate=1675268331444, cohortium_profile_title=John Mosher | Wealth Manager at Unique Wealth | CEPA Connect Member, state=Florida, hs_was_imported=true, id=5016985693, designations__text_=CEPA, AEP, CFP, ChFC, CLU, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | John Mosher, email=john.mosher@uniquewealth.com, cohortium_meta_description=Connect with John Mosher, a specialized Wealth Manager working with Unique Wealth based in Florida. Credentials include: CEPA, AEP, CFP, ChFC, CLU., associated_contact_record_id=2031957, website=uniquewealth.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202022/4450_Mosher_CEPA-Certificate-2022-November.pdf, is_editable=editable, url_slug_2=john-mosher, impersonate_user_url=https://exit-planning-institute.org/member-detail/john-mosher?impersonation=true, full_name=John Mosher, hs_lastmodifieddate=1764932315676, phone=+17274925225, company_name=Unique Wealth, name=John, hs_object_id=5016985693, associated_resources=0, hs_object_source=IMPORT, postal_code=33759, hs_object_source_user_id=26263591, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://uniquewealth.com - Phone: +17274925225
- City: Clearwater
- State: Florida
- Postal Code: 33759
- Country: United States
- Designations: CEPA, AEP, CFP, ChFC, CLU
- Markets Served:
- Company Name: Unique Wealth
