RASHAAN COLEMAN
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Rashaan Coleman 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=Rashaan Coleman - - Morgan Stanley - Valencia, California, city=Valencia, display_country=United States, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=rashaan-coleman, lname=Coleman, hs_object_source_id=enrollmentId:903772024381;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/January%202024/COLEMAN-RASHAAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Jan%202024.pdf, hs_createdate=1706890191011, cohortium_profile_title=Rashaan Coleman | Wealth Manager at Morgan Stanley | CEPA Connect Member, state=California, id=11996332647, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Rashaan Coleman, email=rashaan.coleman@morganstanley.com, cohortium_meta_description=Connect with Rashaan Coleman, a specialized Wealth Manager working with Morgan Stanley based in California., associated_contact_record_id=21943001, website=https://advisor.morganstanley.com/rashaan.coleman, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/January%202024/6238_Coleman_CEPA-Certificate-2024-January.pdf, is_editable=editable, url_slug_2=rashaan-coleman, impersonate_user_url=https://exit-planning-institute.org/member-detail/rashaan-coleman?impersonation=true, full_name=Rashaan Coleman, hs_lastmodifieddate=1764932310649, phone=+13107298145, company_name=Morgan Stanley, name=Rashaan, hs_object_id=11996332647, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=91355, status=Published, hs_updated_by_user_id=61653109}
- Advisor Type: Wealth Manager
- Website:
https://advisor.morganstanley.com/rashaan.coleman - Phone: +13107298145
- City: Valencia
- State: California
- Postal Code: 91355
- Country: United States
- Designations:
- Markets Served:
- Company Name: Morgan Stanley
