WH Cornerstone Investments is excited to share that our co-founder, Bill Harris, CFP®, RMA®, has recently achieved an Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute (EPI). This new certification deepens Bill’s expertise in helping business owners prepare for the complex process of exiting their businesses, ensuring a smooth transition while maximizing value.
The CEPA® designation empowers financial professionals to better guide entrepreneurs through the intricacies of exit planning — something Bill has been passionate about for years. This recent achievement complements his existing credentials, which include Certified Financial Planner™ (CFP®), Retirement Management Advisor® (RMA®), and Ed Slott Elite IRA Advisor.
With the added CEPA® qualification, Bill is positioned to offer even more comprehensive support to business owners looking to preserve their wealth and maximize the value of their businesses during exit planning.
“Becoming a CEPA® is a natural extension of my work in financial planning,” said Harris. “I’m excited to guide business owners through the intricate decisions surrounding their business exit, helping them preserve their wealth, pass on a lasting legacy and figure out what they are retiring to in this next phase of life.”
Whether you're a WH Cornerstone client, know Bill from a lecture he's given, or recognize his name from one of many publications, it's clear that Bill is dedicated to building WH Cornerstone into more than just a wealth management firm. He has spent over 35 years helping clients with independent investment research and customized wealth solutions, and is looking forward to using this new designation to continue focusing on what matters most to their unique financial journeys.