LESLIE WIDMANN
Preservation Wealth
As a Certified Exit Planning Advisor (CEPA®), Leslie Widmann 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=Leslie Widmann - - Preservation Wealth - Hayward, California, city=Hayward, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=leslie-widmann, lname=Widmann, hs_object_source_id=enrollmentId:1403664642317;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/WIDMANN-LESLIE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301083, cohortium_profile_title=Leslie Widmann | Financial Advisor at Preservation Wealth | CEPA Connect Member, state=California, id=20404913794, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Leslie Widmann, email=leslie.widmann@nm.com, cohortium_meta_description=Connect with Leslie Widmann, a specialized Financial Advisor working with Preservation Wealth based in California., associated_contact_record_id=8457251, website=preservationwealth.nm.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8316_Widmann_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=leslie-widmann, impersonate_user_url=https://exit-planning-institute.org/member-detail/leslie-widmann?impersonation=true, full_name=Leslie Widmann, hs_lastmodifieddate=1764932362277, phone=+14157336529, company_name=Preservation Wealth, name=Leslie, hs_object_id=20404913794, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=94542, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://preservationwealth.nm.com - Phone: +14157336529
- City: Hayward
- State: California
- Postal Code: 94542
- Country: United States
- Designations:
- Markets Served:
- Company Name: Preservation Wealth
