This profile was last updated on .
Is this you? Claim your profile.
Wrong Stephen Capizzi?
Mr. Stephen Capizzi E.
Apex Exit Advisors LLC
Apex Exit Advisors LLC
11175 Cicero Drive Suite 100
Just another WordPress site
Find other employees at this company (1)
(37 Total References)
Stephen E. Capizzi, CBI, ...
Stephen E. Capizzi, CBI, CEPA, CFP
Stephen E. Capizzi is Managing Principal of Apex Exit Advisors, LLC.
While he has worked with a variety of business owner clients over the past 26 years in financial services, Steve specializes in providing comprehensive exit planning strategies for small to mid-size businesses and family-owned businesses.
He has helped over a hundred entrepreneurs build value in their businesses, created strategic financial and transition plans, and executed the M&A selling process to maximize proceeds for his clients.
Steve's exit planning education and experience started in 1996 as he
became a Certified Business Intermediary (CBI) with the International Business Brokers Association
Currently, he is licensed as a CERTIFIED FINANCIAL PLANNER Practitioner™ (CFP®) through the CFP® Board of Standards and is also a member of the Exit Planning Institute®, the premier international organization for education and resources for the exit planning professional.
He holds the Certified Exit Planning Advisor (CEPA) designation, which fewer than 400 advisors hold nationwide.
GEORGIA Business Brokers at Biz Broker Directory .Com - Business Broker and M&A Professional Directory
Steve Capizzi, CFP, CBI
Core Business Advisors, Inc.
3700 Mansell Road, Suite 220
GEORGIA, United States 30022
Principal Bio | Core Financial Advisors, Inc.
Stephen E. Capizzi
Stephen E. Capizzi, CEPA, CFP® is managing principal for CORE Financial Advisors, Inc.
He founded CORE Financial Advisors, Inc. after working closely with business owners in the various financial and business planning areas related to the sale and transfer of their business enterprises.
Prior to founding CORE, Mr. Capizzi enjoyed a successful career in the banking and financial service industry.
banking, business and educational backgrounds create a unique combination of skills that many other advisors lack.
adds, "My faith means a lot to me and is a guidepost both in my business and life.
Doing what's right for our clients is at the forefront, and people and relationships are what matter most in life.
I believe in doing what is right and love being a team player.
I want to see every client succeed."
Mr. Capizzi is licensed as a Certified Financial Planner Practitioner™ (CFP®) through the CFP® Board of Standards.
is licensed to sell insurance in Georgia and other states, and co-authored a book titled, Family Wealth Counseling: Getting to the Heart of the Matter (Copyright 1999, Professional Mentoring Program).
He is also a graduate of the Certified Financial Planner™ and Chartered Mutual Fund Counselor (CMFC) Programs offered through the College of Financial Planning, Denver, CO.
Steve is proud to be a member of the National Ethics Bureau and enjoys relationships with many other organizations related to the investment and insurance trade.
Active in the financial community, he has served as president of the Financial Planning Association of Georgia.
lives in Johns Creek, Georgia where he
loves to coach baseball, volunteers to help kids, and participates in mission activities.
Contact Us | Core Financial Advisors, Inc.
:: Rick Rickertsen ::
Contact: Stephen E. Capizzi, CBI, CFP