WILLIAM ROBERTS
CWS Financial Advisors
As a Certified Exit Planning Advisor (CEPA®), William Roberts 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=William Roberts - - CWS Financial Advisors - Kalamazoo, Michigan, city=Kalamazoo, display_country=United States, hs_object_source_label=IMPORT, url_slug=william-roberts, lname=Roberts, hs_object_source_id=39132544, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202023/ROBERTS-WILLIAM-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Sept-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1696002160111, cohortium_profile_title=William Roberts | Wealth Manager at CWS Financial Advisors | CEPA Connect Member, state=Michigan, hs_was_imported=true, id=9102848909, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | William Roberts, email=will@cwsfas.com, cohortium_meta_description=Connect with William Roberts, a specialized Wealth Manager working with CWS Financial Advisors based in Michigan., associated_contact_record_id=19955902, website=https://cwsfinancialadvisors.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202023/5800_Roberts_CEPA-Certificate-2023-September.pdf, is_editable=editable, url_slug_2=william-roberts, impersonate_user_url=https://exit-planning-institute.org/member-detail/william-roberts?impersonation=true, full_name=William Roberts, hs_lastmodifieddate=1764932350157, phone=(269) 349-4600, company_name=CWS Financial Advisors, name=William, hs_object_id=9102848909, associated_resources=0, hs_object_source=IMPORT, postal_code=49007, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://cwsfinancialadvisors.com/ - Phone: (269) 349-4600
- City: Kalamazoo
- State: Michigan
- Postal Code: 49007
- Country: United States
- Designations:
- Markets Served:
- Company Name: CWS Financial Advisors
