PATRICK UNNERSTALL
Unnerstall Wealth Management
As a Certified Exit Planning Advisor (CEPA®), Patrick Unnerstall 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=Patrick Unnerstall - - Unnerstall Wealth Management - Washington, Missouri, city=Washington, display_country=United States, hs_object_source_detail_1=Find a CEPA September 2025 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=patrick-unnerstall, lname=Unnerstall, hs_object_source_id=enrollmentId:1960857129021;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202025/Unnerstall-Patrick-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-September-2025.pdf, hs_createdate=1759498237733, cohortium_profile_title=Patrick Unnerstall | Financial Advisor at Unnerstall Wealth Management | CEPA Connect Member, state=Missouri, id=35885266856, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Patrick Unnerstall, email=jason@unnerstallwealth.com, cohortium_meta_description=Connect with Patrick Unnerstall, a specialized Financial Advisor working with Unnerstall Wealth Management based in Missouri., associated_contact_record_id=152642879036, website=https://www.unnerstallwealth.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20SEPTEMBER%202025/10272_Unnerstall_CEPA-Certificate-2025-September.pdf, is_editable=editable, url_slug_2=patrick-unnerstall, impersonate_user_url=https://exit-planning-institute.org/member-detail/patrick-unnerstall?impersonation=true, full_name=Patrick Unnerstall, hs_lastmodifieddate=1764932322271, phone=+1 314-803-0287, company_name=Unnerstall Wealth Management, name=Patrick, hs_object_id=35885266856, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=63090, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.unnerstallwealth.com - Phone: +1 314-803-0287
- City: Washington
- State: Missouri
- Postal Code: 63090
- Country: United States
- Designations:
- Markets Served:
- Company Name: Unnerstall Wealth Management
