KYLE HODGES
CB&T Wealth Advisors
As a Certified Exit Planning Advisor (CEPA®), Kyle Hodges 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=Carlsbad, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kyle-hodges, lname=Hodges, hs_object_source_id=enrollmentId:1403664642148;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/HODGES-KYLE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301866, cohortium_profile_title=Kyle Hodges | Financial Advisor at CB&T Wealth Advisors | CEPA Connect Member, id=20402535837, advisor_type=Financial Advisor, custom_page_title=Kyle Hodges, email=kyle.hodges@cbtwealthadvisors.com, cohortium_meta_description=Connect with Kyle Hodges, a specialized Financial Advisor working with CB&T Wealth Advisors., associated_contact_record_id=25281251, website=www.calbanktrust.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8163_Hodges_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=kyle-hodges, impersonate_user_url=https://exit-planning-institute.org/member-detail/kyle-hodges?impersonation=true, full_name=Kyle Hodges, hs_lastmodifieddate=1764948265296, phone=+16198229341, company_name=CB&T Wealth Advisors, name=Kyle, hs_object_id=20402535837, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92010, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.calbanktrust.com - Phone: +16198229341
- City: Carlsbad
- State:
- Postal Code: 92010
- Country: United States
- Designations:
- Markets Served:
- Company Name: CB&T Wealth Advisors
