ROBERT MIN
Solutions Wealth Management
As a Certified Exit Planning Advisor (CEPA®), Robert Min 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.
{city=San Jose, display_country=United States, hs_object_source_detail_1=Find a CEPA November 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=robert-min, lname=Min, hs_object_source_id=enrollmentId:2116067049029;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202025/MIN-ROBERT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-NOVEMBER-2025.pdf, hs_createdate=1764337953608, cohortium_profile_title=Robert Min | Financial Advisor at Solutions Wealth Management | CEPA Connect Member, id=41668698719, advisor_type=Financial Advisor, custom_page_title=Robert Min, email=bob.min@lpl.com, cohortium_meta_description=Connect with Robert Min, a specialized Financial Advisor working with Solutions Wealth Management., associated_contact_record_id=160183035693, website=www.solutionswealthmanagement.net, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20NOVEMBER%202025/10654_Min_CEPA-Certificate-2025-November.pdf, is_editable=editable, url_slug_2=robert-min, impersonate_user_url=https://exit-planning-institute.org/member-detail/robert-min?impersonation=true, full_name=Robert Min, hs_lastmodifieddate=1766077937242, phone=4083682773, company_name=Solutions Wealth Management, name=Robert, hs_object_id=41668698719, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=95125, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.solutionswealthmanagement.net - Phone: 4083682773
- City: San Jose
- State:
- Postal Code: 95125
- Country: United States
- Designations:
- Markets Served:
- Company Name: Solutions Wealth Management
