SCOTT LERMACK
Pine Valley Investments
As a Certified Exit Planning Advisor (CEPA®), Scott Lermack 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=Scott Lermack - CEPA, Series 7, Series 66, Series 24 - Pine Valley Investments - Voorhees, New Jersey, city=Voorhees, display_country=United States, hs_object_source_label=IMPORT, url_slug=scott-lermack, lname=Lermack, designations=[CEPA, Series 24, Series 66, Series 7], hs_object_source_id=32102286, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202022/LERMACK-SCOTT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-September-2022.pdf, hs_created_by_user_id=26263591, hs_createdate=1675265226688, cohortium_profile_title=Scott Lermack | Wealth Manager at Pine Valley Investments | CEPA Connect Member, state=New Jersey, hs_was_imported=true, id=5016254604, designations__text_=CEPA, Series 7, Series 66, Series 24, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Scott Lermack, email=slermack@pinevalleyinvestments.com, cohortium_meta_description=Connect with Scott Lermack, a specialized Wealth Manager working with Pine Valley Investments based in New Jersey. Credentials include: CEPA, Series 7, Series 66, Series 24., associated_contact_record_id=15150051, website=https://www.pvimanagement.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202022/4208_Lermack_CEPA-Certificate-2022-September.pdf, is_editable=editable, url_slug_2=scott-lermack, impersonate_user_url=https://exit-planning-institute.org/member-detail/scott-lermack?impersonation=true, full_name=Scott Lermack, hs_lastmodifieddate=1764932321644, phone=(856) 261-2004, company_name=Pine Valley Investments, name=Scott, hs_object_id=5016254604, associated_resources=0, hs_object_source=IMPORT, postal_code=08043, hs_object_source_user_id=26263591, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.pvimanagement.com/ - Phone: (856) 261-2004
- City: Voorhees
- State: New Jersey
- Postal Code: 08043
- Country: United States
- Designations: CEPA, Series 7, Series 66, Series 24
- Markets Served:
- Company Name: Pine Valley Investments
