WENDY BENNIS
ISC Financial Advisors
As a Certified Exit Planning Advisor (CEPA®), Wendy Bennis 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=Wendy Bennis - CEPA - ISC Financial Advisors - Wayzata, Minnesota, city=Wayzata, display_country=United States, hs_object_source_label=IMPORT, url_slug=wendy-bennis, lname=Bennis, designations=[CEPA], hs_object_source_id=33714104, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202023/BENNIS-WENDY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-March-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1680192908201, cohortium_profile_title=Wendy Bennis | Wealth Manager at ISC Financial Advisors | CEPA Connect Member, state=Minnesota, hs_was_imported=true, id=5751655702, designations__text_=CEPA, advisor_type=Wealth Manager, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Wendy Bennis, email=info@iscfinancialadvisors.com, cohortium_meta_description=Connect with Wendy Bennis, a specialized Wealth Manager working with ISC Financial Advisors based in Minnesota. Credentials include: CEPA., associated_contact_record_id=15218051, website=https://iscfinancialadvisors.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202023/4882_Bennis_CEPA-Certificate-2023-March.pdf, pending_profile_information=, is_editable=editable, url_slug_2=wendy k.-bennis, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/wendy-bennis?impersonation=true, full_name=Wendy Bennis, hs_lastmodifieddate=1764932339351, phone=(612) 723-5316, company_name=ISC Financial Advisors, name=Wendy, hs_object_id=5751655702, associated_resources=0, hs_object_source=IMPORT, postal_code=55391, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Wealth Manager
- Website:
https://iscfinancialadvisors.com/ - Phone: (612) 723-5316
- City: Wayzata
- State: Minnesota
- Postal Code: 55391
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: ISC Financial Advisors
