SUSAN DANIELE
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Susan Daniele 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=Susan Daniele - - Edward Jones - Kinnelon, New Jersey, city=Kinnelon, display_country=United States, hs_object_source_detail_1=Find A CEPA (March 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=susan-daniele, lname=Daniele, hs_object_source_id=enrollmentId:1603680181367;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202025/DANIELE-SUSAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MARCH.pdf, hs_createdate=1743774556124, cohortium_profile_title=Susan Daniele | Financial Advisor at Edward Jones | CEPA Connect Member, state=New Jersey, id=25989070954, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Susan Daniele, email=susan.daniele@edwardjones.com, cohortium_meta_description=Connect with Susan Daniele, a specialized Financial Advisor working with Edward Jones based in New Jersey., associated_contact_record_id=108284353850, website=https://www.edwardjones.com/us-en/financial-advisor/susan-daniele, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202025/cert%208957_Daniele_CEPA-Certificate-2025-March.pdf, is_editable=editable, url_slug_2=susan-daniele, impersonate_user_url=https://exit-planning-institute.org/member-detail/susan-daniele?impersonation=true, full_name=Susan Daniele, hs_lastmodifieddate=1764932304964, phone=+19736587676, company_name=Edward Jones, name=Susan, hs_object_id=25989070954, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=07405, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/susan-daniele - Phone: +19736587676
- City: Kinnelon
- State: New Jersey
- Postal Code: 07405
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
