PREETINDER BASSI
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Preetinder Bassi 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=Preetinder Bassi - - Edward Jones - Clifton Park, New York, city=Clifton Park, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=preetinder-bassi, lname=Bassi, hs_object_source_id=enrollmentId:1403664642454;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/BASSI-PREETINDER-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301189, cohortium_profile_title=Preetinder Bassi | Financial Advisor at Edward Jones | CEPA Connect Member, state=New York, id=20395546781, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Preetinder Bassi, email=preetinder.bassi@edwardjones.com, cohortium_meta_description=Connect with Preetinder Bassi, a specialized Financial Advisor working with Edward Jones based in New York., associated_contact_record_id=51896896863, website=www.edwardjones.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8066_Bassi_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=preetinder-bassi, impersonate_user_url=https://exit-planning-institute.org/member-detail/preetinder-bassi?impersonation=true, full_name=Preetinder Bassi, hs_lastmodifieddate=1764932329905, phone=+19089385398, company_name=Edward Jones, name=Preetinder, hs_object_id=20395546781, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=12065, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com - Phone: +19089385398
- City: Clifton Park
- State: New York
- Postal Code: 12065
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
