MARIE ELLIOTT
Oak Capital Financial Advisors
As a Certified Exit Planning Advisor (CEPA®), Marie Elliott 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=Marie Elliott - - Oak Capital Financial Advisors - Port Allen, Louisiana, city=Port Allen, display_country=United States, hs_object_source_detail_1=Find A CEPA (MAR 2024) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=marie-elliott, lname=Elliott, hs_object_source_id=enrollmentId:984368453992;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202024/ELLIOTT-MARIE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Mar%202024.pdf, hs_createdate=1711732515028, cohortium_profile_title=Marie Elliott | Financial Advisor at Oak Capital Financial Advisors | CEPA Connect Member, state=Louisiana, id=12647676559, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Marie Elliott, email=claire@oakcapitalfa.com, cohortium_meta_description=Connect with Marie Elliott, a specialized Financial Advisor working with Oak Capital Financial Advisors based in Louisiana., associated_contact_record_id=141787439033, website=oakcapitalfa.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202024/6674_Elliott_CEPA-Certificate-2024-March.pdf, is_editable=editable, url_slug_2=marie-elliott, impersonate_user_url=https://exit-planning-institute.org/member-detail/marie-elliott?impersonation=true, full_name=Marie Elliott, hs_lastmodifieddate=1764932322933, phone=12254167373, company_name=Oak Capital Financial Advisors, name=Marie, hs_object_id=12647676559, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=70767, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://oakcapitalfa.com - Phone: 12254167373
- City: Port Allen
- State: Louisiana
- Postal Code: 70767
- Country: United States
- Designations:
- Markets Served:
- Company Name: Oak Capital Financial Advisors
