ZACHARY KIEFER
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Zachary Kiefer 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 Kiefer - - Edward Jones - Lake Odessa, Michigan, city=Lake Odessa, display_country=United States, hs_object_source_detail_1=Find A CEPA (JANUARY 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=zachary-kiefer, lname=Kiefer, hs_object_source_id=enrollmentId:1513997350489;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202025/KIEFER-ZACHARY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-JANUARY.pdf, hs_createdate=1739200632823, cohortium_profile_title=Zachary Kiefer | Financial Advisor at Edward Jones | CEPA Connect Member, state=Michigan, id=23823021941, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Zachary Kiefer, email=zachary.kiefer@edwardjones.com, cohortium_meta_description=Connect with Zachary Kiefer, a specialized Financial Advisor working with Edward Jones based in Michigan., associated_contact_record_id=10825697346, website=https://www.edwardjones.com/us-en/financial-advisor/zachary-kiefer?msockid=327266b088dd66a917aa73d6890d67d1, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202025/8515_Kiefer_CEPA-Certificate-2025-January.pdf, is_editable=editable, url_slug_2=zachary-kiefer, impersonate_user_url=https://exit-planning-institute.org/member-detail/zachary-kiefer?impersonation=true, full_name=Zachary Kiefer, hs_lastmodifieddate=1764932316608, phone=+16163747809, company_name=Edward Jones, name=Zachary, hs_object_id=23823021941, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=48849, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/zachary-kiefer?msockid=327266b088dd66a917aa73d6890d67d1 - Phone: +16163747809
- City: Lake Odessa
- State: Michigan
- Postal Code: 48849
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones

