Member Login

TROY OKUMURA

Animo Advisors

As a Certified Exit Planning Advisor (CEPA®), Troy Okumura 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=Troy Okumura - - Animo Advisors - Santa Clara, California, city=Santa Clara, display_country=United States, hs_object_source_detail_1=Find a CEPA January 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=troy-okumura, profile_name=Troy Okumura 15, lname=Okumura, hs_object_source_id=enrollmentId:2302803639462;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JANUARY%202026/OKUMURA-TROY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-JANUARY.pdf, hs_createdate=1770655726945, cohortium_profile_title=Troy Okumura | Financial Advisor at Animo Advisors | CEPA Connect Member, state=California, id=47625490450, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Troy Okumura, email=troy.okumura@ampf.com, cohortium_meta_description=Connect with Troy Okumura, a specialized Financial Advisor working with Animo Advisors based in California., associated_contact_record_id=181708391014, website=Animo Advisors, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778093120555, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JANUARY%202026/11215_Okumura_CEPA-Certificate-2026-January.pdf, is_editable=editable, url_slug_2=troy-okumura, impersonate_user_url=https://exit-planning-institute.org/member-detail/troy-okumura?impersonation=true, full_name=Troy Okumura, hs_lastmodifieddate=1778093121264, phone=+1 408-330-9220, company_name=Animo Advisors, name=Troy, hs_object_id=47625490450, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=95054, username=troyokumuraampf, status=Published, hs_updated_by_user_id=78050139}
  • Advisor Type: Financial Advisor
  • Website:
    https://Animo Advisors
  • Phone: +1 408-330-9220
  • City: Santa Clara
  • State: California
  • Postal Code: 95054
  • Country: United States
  • Designations:
  • Markets Served:
  • Company Name: Animo Advisors