ZAC HOLMES

As a Certified Exit Planning Advisor (CEPA), Zac Holmes 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=Zachary Holmes - - Edward Jones - La Grange, Texas, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/holmes-10125x7.jpg, city=La Grange, display_country=United States, hs_object_source_detail_1=Find A CEPA (February 2025), profile_description=

As a Certified Exit Planning Advisor (CEPA), Zac Holmes 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.

, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=zachary-holmes, profile_image=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Zac%20Headshot%20Resized.png, lname=Holmes, designations=[CEPA], hs_object_source_id=enrollmentId:1555434351189;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20February%202025/Holmes-Zac-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-FEBRUARY.pdf, hs_createdate=1741359564753, cohortium_profile_title=Zachary Holmes | Financial Advisor at Edward Jones | CEPA Connect Member, state=Texas, id=24895853117, designations__text_=CEPA, advisor_type=Financial Advisor, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Zachary Holmes, email=zachary.holmes@edwardjones.com, cohortium_meta_description=Connect with Zachary Holmes, a specialized Financial Advisor working with Edward Jones based in Texas. Credentials include: CEPA., associated_contact_record_id=93964834911, website=https://www.edwardjones.com/zachary-holmes, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20February%202025/8798_Holmes_CEPA-Certificate-2025-February.pdf, pending_profile_information=, is_editable=editable, url_slug_2=zachary-holmes, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/zachary-holmes?impersonation=true, full_name=Zachary Holmes, hs_lastmodifieddate=1764932357436, phone=9799686373, company_name=Edward Jones, name=Zac, hs_object_id=24895853117, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=78945, status=Published, hs_updated_by_user_id=49055383}