RANDOLPH DANIELS
JDK Wealth Advisors
As a Certified Exit Planning Advisor (CEPA®), Randolph Daniels 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=Randolph Daniels - - JDK Wealth Advisors - San Antonio, Texas, city=San Antonio, display_country=United States, hs_object_source_detail_1=Find a CEPA January 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=randolph-daniels, lname=Daniels, hs_object_source_id=enrollmentId:2302803639652;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JANUARY%202026/DANIELS-RANDOLPH-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-JANUARY.pdf, hs_createdate=1770655726666, state=Texas, id=47625505356, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Randolph Daniels, email=randy@jdkwealth.com, associated_contact_record_id=177596267099, website=www.jdkwealth.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JANUARY%202026/11068_Daniels_CEPA-Certificate-2026-January.pdf, is_editable=editable, url_slug_2=randolph-daniels, impersonate_user_url=https://exit-planning-institute.org/member-detail/randolph-daniels?impersonation=true, full_name=Randolph Daniels, hs_lastmodifieddate=1771598521653, phone=+1 210-756-2573, company_name=JDK Wealth Advisors, name=Randolph, hs_object_id=47625505356, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=78230, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.jdkwealth.com - Phone: +1 210-756-2573
- City: San Antonio
- State: Texas
- Postal Code: 78230
- Country: United States
- Designations:
- Markets Served:
- Company Name: JDK Wealth Advisors
