MARK DENALI
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Mark Denali 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=Mark Denali - CEPA, Series 7, 66, insurance - Edward Jones - Lake Forest, California, city=Lake Forest, display_country=United States, hs_object_source_label=IMPORT, url_slug=mark-denali, lname=Denali, designations=[CEPA, Series 7, 66, insurance], hs_object_source_id=33456209, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202023/DENALI-MARK-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-January-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679424605486, cohortium_profile_title=Mark Denali | Financial Advisor at Edward Jones | CEPA Connect Member, state=California, hs_was_imported=true, id=5630456144, designations__text_=CEPA, Series 7, 66, insurance, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Mark Denali, email=mark.denali@edwardjones.com, cohortium_meta_description=Connect with Mark Denali, a specialized Financial Advisor working with Edward Jones based in California. Credentials include: CEPA, Series 7, 66, insurance., associated_contact_record_id=19101351, website=Www.EdwardJones.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202023/4572_Denali_CEPA-Certificate-2023-January.pdf, is_editable=editable, url_slug_2=mark-denali, impersonate_user_url=https://exit-planning-institute.org/member-detail/mark-denali?impersonation=true, full_name=Mark Denali, hs_lastmodifieddate=1764932317763, phone=(949) 597-2167, company_name=Edward Jones, name=Mark, hs_object_id=5630456144, associated_resources=0, hs_object_source=IMPORT, postal_code=92630, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=26263591}
- Advisor Type: Financial Advisor
- Website:
https://Www.EdwardJones.com - Phone: (949) 597-2167
- City: Lake Forest
- State: California
- Postal Code: 92630
- Country: United States
- Designations: CEPA, Series 7, 66, insurance
- Markets Served:
- Company Name: Edward Jones
