RICHARD CROFFUT
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Richard Croffut 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=Richard Croffut - - Edward Jones - Monroe, North Carolina, city=Monroe, display_country=United States, hs_object_source_detail_1=Find a CEPA February 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=richard-croffut, lname=Croffut, hs_object_source_id=enrollmentId:2368583465776;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20FEBRUARY%202026/CROFFUT-RICHARD-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-FEBRUARY.pdf, hs_createdate=1772808206033, state=North Carolina, id=49529226041, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Richard Croffut, email=rick.croffut@edwardjones.com, associated_contact_record_id=28985601, website=https://www.edwardjones.com/us-en/financial-advisor/rick-croffut, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20FEBRUARY%202026/11370_Croffut_CEPA-Certificate-2026-February.pdf, is_editable=editable, url_slug_2=richard-croffut, impersonate_user_url=https://exit-planning-institute.org/member-detail/richard-croffut?impersonation=true, full_name=Richard Croffut, hs_lastmodifieddate=1773343854880, phone=+1 704-226-1822, company_name=Edward Jones, name=Richard, hs_object_id=49529226041, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=28112, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/rick-croffut - Phone: +1 704-226-1822
- City: Monroe
- State: North Carolina
- Postal Code: 28112
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
