MARK TRICE
ClearVista Financial
As a Certified Exit Planning Advisor (CEPA®), Mark Trice 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 Trice - - ClearVista Financial - Waco, Texas, city=Waco, display_country=United States, hs_object_source_detail_1=Find A CEPA (JUNE 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=mark-trice, lname=Trice, hs_object_source_id=enrollmentId:1112633880478;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202024/TRICE-MARK-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-June%202024.pdf, hs_createdate=1718980383404, cohortium_profile_title=Mark Trice | Financial Advisor at ClearVista Financial | CEPA Connect Member, state=Texas, id=13707926120, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Mark Trice, email=mtrice@clearvistafinancial.com, cohortium_meta_description=Connect with Mark Trice, a specialized Financial Advisor working with ClearVista Financial based in Texas., associated_contact_record_id=28477201, website=www.clearvistafinancial.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JUNE%202024/7284_Trice_CEPA-Certificate-2024-June.pdf, is_editable=editable, url_slug_2=mark-trice, impersonate_user_url=https://exit-planning-institute.org/member-detail/mark-trice?impersonation=true, full_name=Mark Trice, hs_lastmodifieddate=1764932335306, phone=8004914508, company_name=ClearVista Financial, name=Mark, hs_object_id=13707926120, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=76710, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.clearvistafinancial.com - Phone: 8004914508
- City: Waco
- State: Texas
- Postal Code: 76710
- Country: United States
- Designations:
- Markets Served:
- Company Name: ClearVista Financial
