LUIS JONDEE
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Luis Jondee 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=Luis Jondee - - Merrill Lynch - Pomona, New York, city=Pomona, display_country=United States, hs_object_source_detail_1=Find A CEPA (JULY 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=luis-jondee, lname=Jondee, hs_object_source_id=enrollmentId:1177876657581;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202024/JONDEE-LOUIS-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July%202024.pdf, hs_createdate=1722256893339, cohortium_profile_title=Luis Jondee | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=New York, id=14297727828, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Luis Jondee, email=louis.jondee@ml.com, cohortium_meta_description=Connect with Luis Jondee, a specialized Financial Advisor working with Merrill Lynch based in New York., associated_contact_record_id=34303278696, website=https://advisor.ml.com/sites/ny/west-nyack-ny/louis-jondee, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202024/7395_Jondee_CEPA-Certificate-2024-July.pdf, is_editable=editable, url_slug_2=luis-jondee, impersonate_user_url=https://exit-planning-institute.org/member-detail/luis-jondee?impersonation=true, full_name=Luis Jondee, hs_lastmodifieddate=1764932323322, phone=8455533697, company_name=Merrill Lynch, name=Luis, hs_object_id=14297727828, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=10970, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://advisor.ml.com/sites/ny/west-nyack-ny/louis-jondee - Phone: 8455533697
- City: Pomona
- State: New York
- Postal Code: 10970
- Country: United States
- Designations:
- Markets Served:
- Company Name: Merrill Lynch
