Personal Wealth And Exit Planning Advisor For Company Owners And Executives
Current
Jan 2023 - Present
AeroLeads people directory · profile
Michael Meara, Certified Exit Planning Advisor (Cepa) Email & Phone Number
Personal Wealth and Exit Planning Advisor for company owners and executives
at
RBF Wealth Advisors
1 work email found
@pacificmountainadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Personal Wealth and Exit Planning Advisor for company owners and executives
Location
St Louis, Missouri, United States
Who is Michael Meara, Certified Exit Planning Advisor (Cepa)? Overview
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Quick answer
Michael Meara, Certified Exit Planning Advisor (Cepa) is listed as Personal Wealth and Exit Planning Advisor for company owners and executives at RBF Wealth Advisors, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at pacificmountainadvisors.com and a matched LinkedIn profile for Michael Meara, Certified Exit Planning Advisor (Cepa).
Michael Meara, Certified Exit Planning Advisor (Cepa) previously worked as Financial Advisor at Renaissance Financial and Impact and Renewable finance consultant at Self-Employed Contractor. Michael Meara, Certified Exit Planning Advisor (Cepa) holds Bachelors from University Of Missouri-Columbia.
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Email format at RBF Wealth Advisors
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{first}@pacificmountainadvisors.com
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AeroLeads found 1 current-domain work email signal for Michael Meara, Certified Exit Planning Advisor (Cepa). Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Retirement Planning, Entrepreneurship, Strategy, and 33 others.
Current workplace
Michael Meara, Certified Exit Planning Advisor (Cepa)'s current company
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7 roles · 32 years
Michael Meara, Certified Exit Planning Advisor (Cepa) work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Seasoned financial advisor who provides customized and creative financial solutions to individuals and organizations.
Jul 2021 - Jan 2023
Impact And Renewable Finance Consultant
I design and manage funds for investing in impact and renewable energy projects.#impactinvesting, #foundations, #communitydevelopmentfinancialinstitutions, #CDFI, #renewableenergy, #solarenergy, #microgrid
Jun 2019 - Jun 2021
Partner
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.
Jun 2017 - May 2019
Exit And Succession Specialist
Nexus Wealth Advisors, Llc
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.
Sep 2014 - Dec 2016
Ceo
Pacific Mountain Advisors, Inc.
Wealth Management firm focused on serving the needs of small business owners.
Jun 2001 - Dec 2015
Partner
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.
1994 - 1999
~5 yrs
2 education records
Michael Meara, Certified Exit Planning Advisor (Cepa) education
Bachelors
University Of Missouri-Columbia
Cfp, Financial Planning
College For Financial Planning
FAQ
Frequently asked questions about Michael Meara, Certified Exit Planning Advisor (Cepa)
Quick answers generated from the profile data available on this page.
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 RBF Wealth Advisors?
Michael Meara, Certified Exit Planning Advisor (Cepa) is listed as Personal Wealth and Exit Planning Advisor for company owners and executives at RBF Wealth Advisors.
What is Michael Meara, Certified Exit Planning Advisor (Cepa)'s email address?
AeroLeads has found 1 work email signal at @pacificmountainadvisors.com for Michael Meara, Certified Exit Planning Advisor (Cepa) at RBF Wealth Advisors.
Where is Michael Meara, Certified Exit Planning Advisor (Cepa) based?
Michael Meara, Certified Exit Planning Advisor (Cepa) is based in St Louis, Missouri, United States while working with RBF Wealth Advisors.
What companies has Michael Meara, Certified Exit Planning Advisor (Cepa) worked for?
Michael Meara, Certified Exit Planning Advisor (Cepa) has worked for Rbf Wealth Advisors, Renaissance Financial, Self-Employed Contractor, Community Capital Advisors, and Nexus Wealth Advisors, Llc.
How can I contact Michael Meara, Certified Exit Planning Advisor (Cepa)?
You can use AeroLeads to view verified contact signals for Michael Meara, Certified Exit Planning Advisor (Cepa) at RBF Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Michael Meara, Certified Exit Planning Advisor (Cepa) attend?
Michael Meara, Certified Exit Planning Advisor (Cepa) holds Bachelors from University Of Missouri-Columbia.
What skills is Michael Meara, Certified Exit Planning Advisor (Cepa) known for?
Michael Meara, Certified Exit Planning Advisor (Cepa) is listed with skills including Investments, Retirement Planning, Entrepreneurship, Strategy, Small Business, Strategic Planning, Portfolio Management, and Finance.
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