PAUL ROKOSZ
Trove Private Wealth
As a Certified Exit Planning Advisor (CEPA®), Paul Rokosz 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=Paul Rokosz - - Trove Private Wealth - Wheaton, Illinois, city=Wheaton, display_country=United States, hs_object_source_detail_1=Find a CEPA March 2026 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=paul-rokosz, profile_name=Paul Rokosz 28, lname=Rokosz, hs_object_source_id=enrollmentId:2434047644992;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202026/ROKOSZ-PAUL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-MARCH.pdf, hs_createdate=1775227931170, cohortium_profile_title=Paul Rokosz | Wealth Manager at Trove Private Wealth | CEPA Connect Member, state=Illinois, id=50940562298, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Paul Rokosz, email=prokosz@trovepw.com, cohortium_meta_description=Connect with Paul Rokosz, a specialized Wealth Manager working with Trove Private Wealth based in Illinois., associated_contact_record_id=27826327143, website=www.trovepw.com, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1777628584222, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202026/11775_Rokosz_CEPA-Certificate-2026-March.pdf, is_editable=editable, url_slug_2=paul-rokosz, impersonate_user_url=https://exit-planning-institute.org/member-detail/paul-rokosz?impersonation=true, full_name=Paul Rokosz, hs_lastmodifieddate=1777628584653, phone=+1 858-775-6601, company_name=Trove Private Wealth, name=Paul, hs_object_id=50940562298, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60189, username=prokosztrovepw, status=Published, hs_updated_by_user_id=86818742}
- Advisor Type: Wealth Manager
- Website:
https://www.trovepw.com - Phone: +1 858-775-6601
- City: Wheaton
- State: Illinois
- Postal Code: 60189
- Country: United States
- Designations:
- Markets Served:
- Company Name: Trove Private Wealth
