JOSE LOPES
Carson Wealth Foxborough
As a Certified Exit Planning Advisor (CEPA®), Jose Lopes 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=Pawtucket, display_country=United States, hs_object_source_detail_1=Find a CEPA April 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jose-lopes, profile_name=Jose Lopes 71, lname=Lopes, hs_object_source_id=enrollmentId:2514395833862;actionExecutionIndex:0, hs_createdate=1778252797816, cohortium_profile_title=Jose Lopes | Financial Advisor at Carson Wealth Foxborough | CEPA Connect Member, id=54494939264, advisor_type=Financial Advisor, custom_page_title=Jose Lopes, email=jlopes@carsonwealth.com, associated_contact_record_id=127661967430, cohortium_meta_description=Connect with Jose Lopes, a specialized Financial Advisor working with Carson Wealth Foxborough., contact_is_part_of_listsegment_cepa_connect_access=true, website=https://www.carsonwealth.com/locations/foxborough-ma-chestnut-street/, cepa_connect_profile_created=1778597466550, is_editable=editable, url_slug_2=jose-lopes, impersonate_user_url=https://exit-planning-institute.org/member-detail/jose-lopes?impersonation=true, full_name=Jose Lopes, hs_lastmodifieddate=1778597467740, phone=+1 508-850-3965, company_name=Carson Wealth Foxborough, hs_object_id=54494939264, name=Jose, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=02861, status=Published, username=jlopescarsonwealth}
- Advisor Type: Financial Advisor
- Website:
https://www.carsonwealth.com/locations/foxborough-ma-chestnut-street/ - Phone: +1 508-850-3965
- City: Pawtucket
- State:
- Postal Code: 02861
- Country: United States
- Designations:
- Markets Served:
- Company Name: Carson Wealth Foxborough
