RACHAEL KEPKE
Summit Financial Group
As a Certified Exit Planning Advisor (CEPA®), Rachael Kepke 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=Rachael Kepke - - Summit Financial Group - San Ramon, California, city=San Ramon, display_country=United States, hs_object_source_detail_1=Find A CEPA (MAR 2024) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=rachael-kepke, lname=Kepke, hs_object_source_id=enrollmentId:984368453969;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202024/KEPKE-RACHAEL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Mar%202024.pdf, hs_createdate=1711732515191, cohortium_profile_title=Rachael Kepke | Financial Advisor at Summit Financial Group | CEPA Connect Member, state=California, id=12647712674, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Rachael Kepke, email=rachael@summitadvisors.com, cohortium_meta_description=Connect with Rachael Kepke, a specialized Financial Advisor working with Summit Financial Group based in California., associated_contact_record_id=30319351, website=https://summitadvisors.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202024/6702_Kepke_CEPA-Certificate-2024-March.pdf, is_editable=editable, url_slug_2=rachael-kepke, impersonate_user_url=https://exit-planning-institute.org/member-detail/rachael-kepke?impersonation=true, full_name=Rachael Kepke, hs_lastmodifieddate=1764932316040, phone=9258667800, company_name=Summit Financial Group, name=Rachael, hs_object_id=12647712674, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=94583, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://summitadvisors.com/ - Phone: 9258667800
- City: San Ramon
- State: California
- Postal Code: 94583
- Country: United States
- Designations:
- Markets Served:
- Company Name: Summit Financial Group
