TRENT BURLEY
McGill Junge Wealth Management
As a Certified Exit Planning Advisor (CEPA®), Trent Burley 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=Trent Burley - - McGill Junge Wealth Management - Clive, Iowa, city=Clive, display_country=United States, hs_object_source_detail_1=Find A CEPA (AUGUST 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=trent-burley, lname=Burley, hs_object_source_id=enrollmentId:1237818751116;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202024/BURLEY-TRENT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2024.pdf, hs_createdate=1725023432357, cohortium_profile_title=Trent Burley | Wealth Manager at McGill Junge Wealth Management | CEPA Connect Member, state=Iowa, id=14776443458, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Trent Burley, email=trent.burley@nm.com, cohortium_meta_description=Connect with Trent Burley, a specialized Wealth Manager working with McGill Junge Wealth Management based in Iowa., associated_contact_record_id=30418201, website=mcgilljunge.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202024/7540_Burley_CEPA-Certificate-2024-August.pdf, is_editable=editable, url_slug_2=trent-burley, impersonate_user_url=https://exit-planning-institute.org/member-detail/trent-burley?impersonation=true, full_name=Trent Burley, hs_lastmodifieddate=1764932351491, phone=7128998322, company_name=McGill Junge Wealth Management, name=Trent, hs_object_id=14776443458, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=50325, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://mcgilljunge.com - Phone: 7128998322
- City: Clive
- State: Iowa
- Postal Code: 50325
- Country: United States
- Designations:
- Markets Served:
- Company Name: McGill Junge Wealth Management
