ROB JUERGENS
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Rob Juergens 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=Rob Juergens - CEPA - Merrill Lynch - Chelsea, Michigan, city=Chelsea, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=rob-juergens, lname=Juergens, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202020/CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-Juergens-William.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394704, cohortium_profile_title=Rob Juergens | Wealth Manager at Merrill Lynch | CEPA Connect Member, state=Michigan, hs_was_imported=true, id=2835506551, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Rob Juergens, email=william.juergens@ml.com, cohortium_meta_description=Connect with Rob Juergens, a specialized Wealth Manager working with Merrill Lynch based in Michigan. Credentials include: CEPA., cepa_attendance_sheet_url_2=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202020/JUERGENS-WILLIAM-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass.pdf, associated_contact_record_id=2090851, website=https://www.ml.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202020/2091_Juergens_CEPA-Certificate_2020-AUG-MC.pdf, is_editable=editable, url_slug_2=w-rob-juergens, impersonate_user_url=https://exit-planning-institute.org/member-detail/rob-juergens?impersonation=true, full_name=Rob Juergens, hs_lastmodifieddate=1764932368253, phone=(734) 972-4370, company_name=Merrill Lynch, name=Rob, hs_object_id=2835506551, associated_resources=0, hs_object_source=IMPORT, postal_code=48118, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Wealth Manager
- Website:
https://www.ml.com/ - Phone: (734) 972-4370
- City: Chelsea
- State: Michigan
- Postal Code: 48118
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Merrill Lynch
