KATE GAUGHAN
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Kate Gaughan 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=Kate Gaughan - - Edward Jones - Bend, Oregon, city=Bend, display_country=United States, hs_object_source_detail_1=Find a CEPA March 2026 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kate-gaughan, profile_name=Kate Gaughan 46, lname=Gaughan, hs_object_source_id=enrollmentId:2434047645200;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202026/GAUGHAN-KATE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-MARCH.pdf, hs_createdate=1775227923606, cohortium_profile_title=Kate Gaughan | Financial Advisor at Edward Jones | CEPA Connect Member, state=Oregon, id=50928004866, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Kate Gaughan, email=kategaughan27@gmail.com, cohortium_meta_description=Connect with Kate Gaughan, a specialized Financial Advisor working with Edward Jones based in Oregon., associated_contact_record_id=211045783127, website=https://www.edwardjones.com, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1777628677744, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202026/11669_Gaughan_CEPA-Certificate-2026-March.pdf, is_editable=editable, url_slug_2=kate-gaughan, impersonate_user_url=https://exit-planning-institute.org/member-detail/kate-gaughan?impersonation=true, full_name=Kate Gaughan, hs_lastmodifieddate=1777628678409, phone=5415272781, company_name=Edward Jones, name=Kate, hs_object_id=50928004866, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=97703, username=kategaughan27gmail, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com - Phone: 5415272781
- City: Bend
- State: Oregon
- Postal Code: 97703
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
