RACHEL BUBB
KWB Wealth
As a Certified Exit Planning Advisor (CEPA®), Rachel Bubb 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=Rachel Bubb - - KWB Wealth - Redlands, California, city=Redlands, display_country=United States, hs_object_source_detail_1=Find a CEPA (October 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=rachel-bubb, lname=Bubb, hs_object_source_id=enrollmentId:2039371796529;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20OCTOBER%202025/BUBB-RACHEL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-OCTOBER-2025.pdf, hs_createdate=1761915848917, cohortium_profile_title=Rachel Bubb | Financial Advisor at KWB Wealth | CEPA Connect Member, state=California, id=38803395859, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Rachel Bubb, email=rachel@kwbwealth.com, cohortium_meta_description=Connect with Rachel Bubb, a specialized Financial Advisor working with KWB Wealth based in California., associated_contact_record_id=93195222856, website=kwbwealth.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20OCTOBER%202025/10316_Bubb_CEPA-Certificate-2025-October.pdf, is_editable=editable, url_slug_2=rachel-bubb, impersonate_user_url=https://exit-planning-institute.org/member-detail/rachel-bubb?impersonation=true, full_name=Rachel Bubb, hs_lastmodifieddate=1764932363551, phone=+1 909-307-8220, company_name=KWB Wealth, name=Rachel, hs_object_id=38803395859, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92374, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://kwbwealth.com - Phone: +1 909-307-8220
- City: Redlands
- State: California
- Postal Code: 92374
- Country: United States
- Designations:
- Markets Served:
- Company Name: KWB Wealth
