LAUREN MATTHIESSEN
Raymond James & Associates
As a Certified Exit Planning Advisor (CEPA®), Lauren Matthiessen 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=Lauren Matthiessen - CEPA, CFP - Raymond James & Associates - Lewis Center, Ohio, city=Lewis Center, display_country=United States, hs_object_source_label=IMPORT, url_slug=lauren-matthiessen, lname=Matthiessen, designations=[CEPA, CFP-2], hs_object_source_id=33456209, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202023/MATTHIESSEN-LAUREN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-January-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679424605514, cohortium_profile_title=Lauren Matthiessen | Financial Advisor at Raymond James & Associates | CEPA Connect Member, state=Ohio, hs_was_imported=true, id=5631689290, designations__text_=CEPA, CFP, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Lauren Matthiessen, email=lauren.matthiessen@raymondjames.com, cohortium_meta_description=Connect with Lauren Matthiessen, a specialized Financial Advisor working with Raymond James & Associates based in Ohio. Credentials include: CEPA, CFP., associated_contact_record_id=95267894389, website=https://www.raymondjames.com/legadowealthmanagement, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202023/4648_Matthiessen_CEPA-Certificate-2023-January.pdf, is_editable=editable, url_slug_2=lauren-matthiessen, impersonate_user_url=https://exit-planning-institute.org/member-detail/lauren-matthiessen?impersonation=true, full_name=Lauren Matthiessen, hs_lastmodifieddate=1764932321533, phone=(614) 442-2356, company_name=Raymond James & Associates, name=Lauren, hs_object_id=5631689290, associated_resources=0, hs_object_source=IMPORT, postal_code=43035, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Financial Advisor
- Website:
https://www.raymondjames.com/legadowealthmanagement - Phone: (614) 442-2356
- City: Lewis Center
- State: Ohio
- Postal Code: 43035
- Country: United States
- Designations: CEPA, CFP
- Markets Served:
- Company Name: Raymond James & Associates
