JOSEPH PELLEGRINI
Raymond James
As a Certified Exit Planning Advisor (CEPA®), Joseph Pellegrini 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=Joseph Pellegrini - CEPA - Raymond James - Palm Harbor, Florida, city=Palm Harbor, display_country=United States, hs_object_source_label=IMPORT, url_slug=joseph-pellegrini, lname=Pellegrini, designations=[CEPA], hs_object_source_id=34603897, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202023/PELLEGRINI-JOSEPH-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-April-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1683029676143, cohortium_profile_title=Joseph Pellegrini | Other at Raymond James | CEPA Connect Member, state=Florida, hs_was_imported=true, id=6177403494, designations__text_=CEPA, advisor_type=Other, custom_page_title=Exit Planning Institute - Find a CEPA | Joseph Pellegrini, email=joseph.pellegrini@raymondjames.com, cohortium_meta_description=Connect with Joseph Pellegrini, a specialized Other working with Raymond James based in Florida. Credentials include: CEPA., associated_contact_record_id=16494701, website=RaymondJames.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202023/5079_Pellegrini_CEPA-Certificate-2023-April.pdf, is_editable=editable, url_slug_2=joseph-pellegrini, impersonate_user_url=https://exit-planning-institute.org/member-detail/joseph-pellegrini?impersonation=true, full_name=Joseph Pellegrini, hs_lastmodifieddate=1764932303085, phone=(603) 498-4414, company_name=Raymond James, name=Joseph, hs_object_id=6177403494, associated_resources=0, hs_object_source=IMPORT, postal_code=34683, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Other
- Website:
https://RaymondJames.com - Phone: (603) 498-4414
- City: Palm Harbor
- State: Florida
- Postal Code: 34683
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Raymond James
