OLIVER ROSE
Cresset Capital
As a Certified Exit Planning Advisor (CEPA®), Oliver Rose 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 Rose - - Cresset Capital - Chicago, Illinois, city=Chicago, display_country=United States, hs_object_source_label=IMPORT, url_slug=oliver-rose, lname=Rose, hs_object_source_id=37185456, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202023/ROSE-OLIVER-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1690569738233, cohortium_profile_title=Oliver Rose | Wealth Manager at Cresset Capital | CEPA Connect Member, state=Illinois, hs_was_imported=true, id=7797720236, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Oliver Rose, email=orose@cressetcapital.com, cohortium_meta_description=Connect with Oliver Rose, a specialized Wealth Manager working with Cresset Capital based in Illinois., associated_contact_record_id=9009701, website=https://cressetcapital.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202023/5456_Rose_CEPA-Certificate-2023-July.pdf, is_editable=editable, url_slug_2=oliver-rose, impersonate_user_url=https://exit-planning-institute.org/member-detail/oliver-rose?impersonation=true, full_name=Oliver Rose, hs_lastmodifieddate=1764932341855, phone=8479770678, company_name=Cresset Capital, name=Oliver, hs_object_id=7797720236, associated_resources=0, hs_object_source=IMPORT, postal_code=60610, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://cressetcapital.com/ - Phone: 8479770678
- City: Chicago
- State: Illinois
- Postal Code: 60610
- Country: United States
- Designations:
- Markets Served:
- Company Name: Cresset Capital
