KELLY HEINEN
Northwestern Mutual
As a Certified Exit Planning Advisor (CEPA®), Kelly Heinen 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=Kelly Heinen - - Northwestern Mutual - Long Beach, California, city=Long Beach, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kelly-heinen, lname=Heinen, hs_object_source_id=enrollmentId:1403664642168;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/HEINEN-KELLY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301354, cohortium_profile_title=Kelly Heinen | Financial Advisor at Northwestern Mutual | CEPA Connect Member, state=California, id=20398735875, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Kelly Heinen, email=kelly.heinen@nm.com, cohortium_meta_description=Connect with Kelly Heinen, a specialized Financial Advisor working with Northwestern Mutual based in California., associated_contact_record_id=61372467228, website=http://kellyheinen.nm.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8160_Heinen_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=kelly-heinen, impersonate_user_url=https://exit-planning-institute.org/member-detail/kelly-heinen?impersonation=true, full_name=Kelly Heinen, hs_lastmodifieddate=1764932307768, phone=+18083495232, company_name=Northwestern Mutual, name=Kelly, hs_object_id=20398735875, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=90815, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
http://kellyheinen.nm.com/ - Phone: +18083495232
- City: Long Beach
- State: California
- Postal Code: 90815
- Country: United States
- Designations:
- Markets Served:
- Company Name: Northwestern Mutual
