Michael Meara, Certified Exit Planning Advisor (Cepa)

Michael Meara, Certified Exit Planning Advisor (Cepa) Email and Phone Number

Personal Wealth and Exit Planning Advisor for company owners and executives @ RBF Wealth Advisors
Michael Meara, Certified Exit Planning Advisor (Cepa)'s Location
St Louis, Missouri, United States, United States
Michael Meara, Certified Exit Planning Advisor (Cepa)'s Contact Details

Michael Meara, Certified Exit Planning Advisor (Cepa) work email

Michael Meara, Certified Exit Planning Advisor (Cepa) personal email

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About Michael Meara, Certified Exit Planning Advisor (Cepa)

As a Wealth Manager and Exit Planning Advisor, I provide customized and creative financial solutions to company owners and executives. With over 25 years of experience in the financial services industry, I have a wealth of knowledge and skills in retirement, financial planning, tax planning, impact and renewable finance, and exit and succession planning.I also partner with my entrepreneur and small business clients to facilitate their exit and succession strategies, ensuring a smooth transition and a lasting legacy. Although my clients are a diverse group of individuals, my focus is on providing timely, innovative and elegant personal wealth management solutions and services to company owners and executives.

Michael Meara, Certified Exit Planning Advisor (Cepa)'s Current Company Details
RBF Wealth Advisors

Rbf Wealth Advisors

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Personal Wealth and Exit Planning Advisor for company owners and executives
Michael Meara, Certified Exit Planning Advisor (Cepa) Work Experience Details
  • Rbf Wealth Advisors
    Personal Wealth And Exit Planning Advisor For Company Owners And Executives
    Rbf Wealth Advisors Jan 2023 - Present
    Creve Coeur, Missouri, Us
    View
  • Renaissance Financial
    Financial Advisor
    Renaissance Financial Jul 2021 - Jan 2023
    Saint Louis, Mo, Us
    Seasoned financial advisor who provides customized and creative financial solutions to individuals and organizations.
    View
  • Self-Employed Contractor
    Impact And Renewable Finance Consultant
    Self-Employed Contractor Jun 2019 - Jun 2021
    Us
    I design and manage funds for investing in impact and renewable energy projects.#impactinvesting, #foundations, #communitydevelopmentfinancialinstitutions, #CDFI, #renewableenergy, #solarenergy, #microgrid
    View
  • Community Capital Advisors
    Partner
    Community Capital Advisors Jun 2017 - May 2019
    San Francisco, California, Us
    Community Capital Advisors helps foundations create and manage impact loan funds aligned with their philanthropic strategy. Each loan made has social covenants that tie to client impact outcome priorities and are most often place based investments.
    View
  • Nexus Wealth Advisors, Llc
    Exit And Succession Specialist
    Nexus Wealth Advisors, Llc Sep 2014 - Dec 2016
    Niche financial planning practice with a focus on exit and succession strategies for small business owners. I help small business owners create and implement a strategy for how they will transition from their business and monetize the value of their business upon transition.
  • Pacific Mountain Advisors, Inc.
    Ceo
    Pacific Mountain Advisors, Inc. Jun 2001 - Dec 2015
    Wealth Management firm focused on serving the needs of small business owners.
  • Renaissance Financial Corporation
    Partner
    Renaissance Financial Corporation 1994 - 1999
    Saint Louis, Mo, Us
    I cofounded the investment advisory and employee benefits divisions of this diversified financial services company. I was responsible for managing all aspects of both of these divisions and for driving their growth.
    View

Michael Meara, Certified Exit Planning Advisor (Cepa) Skills

Investments Retirement Planning Entrepreneurship Strategy Small Business Strategic Planning Portfolio Management Finance Wealth Management Financial Services Strategic Financial Planning Financial Analysis Leadership Start Ups Financial Planning Investment Advisory Executive Management Asset Management Nonprofits Charitable Gift Planning Commercial Lending Risk Management Financial Planners Financial Advisory Business Transition Planning Philanthropy Wealth Management Services Wealth Credit Unions Asset Managment Investment Management Succession Planning Retirement High Net Worth Individuals Credit Loans Impact Investing

Michael Meara, Certified Exit Planning Advisor (Cepa) Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Bachelors
  • College For Financial Planning
    College For Financial Planning
    Financial Planning

Frequently Asked Questions about Michael Meara, Certified Exit Planning Advisor (Cepa)

What company does Michael Meara, Certified Exit Planning Advisor (Cepa) work for?

Michael Meara, Certified Exit Planning Advisor (Cepa) works for Rbf Wealth Advisors

What is Michael Meara, Certified Exit Planning Advisor (Cepa)'s role at the current company?

Michael Meara, Certified Exit Planning Advisor (Cepa)'s current role is Personal Wealth and Exit Planning Advisor for company owners and executives.

What is Michael Meara, Certified Exit Planning Advisor (Cepa)'s email address?

Michael Meara, Certified Exit Planning Advisor (Cepa)'s email address is mi****@****ors.com

What schools did Michael Meara, Certified Exit Planning Advisor (Cepa) attend?

Michael Meara, Certified Exit Planning Advisor (Cepa) attended University Of Missouri-Columbia, College For Financial Planning.

What are some of Michael Meara, Certified Exit Planning Advisor (Cepa)'s interests?

Michael Meara, Certified Exit Planning Advisor (Cepa) has interest in Philanthropy And Community Stewardship, Outdoors And Hiking, Personal Growth And Emotional Management.

What skills is Michael Meara, Certified Exit Planning Advisor (Cepa) known for?

Michael Meara, Certified Exit Planning Advisor (Cepa) has skills like Investments, Retirement Planning, Entrepreneurship, Strategy, Small Business, Strategic Planning, Portfolio Management, Finance, Wealth Management, Financial Services, Strategic Financial Planning, Financial Analysis.

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