OLIVER KOLLOFSKI
Sweet Financial
As a Certified Exit Planning Advisor (CEPA®), Oliver Kollofski 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=Oliver Kollofski - CEPA, CFP, CPWA - Sweet Financial - Fairmont, Minnesota, city=Fairmont, display_country=United States, hs_object_source_label=IMPORT, url_slug=oliver-kollofski, lname=Kollofski, designations=[CEPA, CFP, CPWA], hs_object_source_id=35340398, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MAY%202023/KOLLOFSKI-OLIVER-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-May-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1685128301971, cohortium_profile_title=Oliver Kollofski | Wealth Manager at Sweet Financial | CEPA Connect Member, state=Minnesota, hs_was_imported=true, id=6498301621, designations__text_=CEPA, CFP, CPWA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Oliver Kollofski, email=oliver@sweetfinancial.com, cohortium_meta_description=Connect with Oliver Kollofski, a specialized Wealth Manager working with Sweet Financial based in Minnesota. Credentials include: CEPA, CFP, CPWA., associated_contact_record_id=6470601, website=www.sweetfinancial.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MAY%202023/5180_Kollofski_CEPA-Certificate-2023-May.pdf, is_editable=editable, url_slug_2=Oliver-Kollofski, impersonate_user_url=https://exit-planning-institute.org/member-detail/oliver-kollofski?impersonation=true, full_name=Oliver Kollofski, hs_lastmodifieddate=1764932347142, phone=(507) 236-6729, company_name=Sweet Financial, name=Oliver, hs_object_id=6498301621, associated_resources=0, hs_object_source=IMPORT, postal_code=56031, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Wealth Manager
- Website:
https://www.sweetfinancial.com - Phone: (507) 236-6729
- City: Fairmont
- State: Minnesota
- Postal Code: 56031
- Country: United States
- Designations: CEPA, CFP, CPWA
- Markets Served:
- Company Name: Sweet Financial
