Anthony M. Conte Earns Prestigious CEPA Designation from Exit Planning Institute

9/11/17

Anthony M. Conte

Anthony M. Conte, CEO of The Independent Grid and Managing Partner of Conte Wealth Advisors, LLC, has recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive CEPA four-day executive MBA-style program in San Francisco.

About the CEPA Program

The Certified Exit Planning advisor program was specifically intended for business advisors who work closely with owners of privately held companies. The program is taught by the Exit Planning Institute’s dedicated faculty, who are all sought after subject matter experts and authors. 

To receive the CEPA designation, Conte completed the rigorous program that involved approximately 100 hours of pre-course study, 30 hours of class room instruction and successful completion of a 3-hour proctored examination.

About the Exit Planning Institute 

The Exit Planning Institute (EPI) delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. It is the only organization that offers the CEPA Program and qualifies for continuing educational credits with eleven major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The EPI provides certification, continuous education, methodology, research, and practice support to our members, which in turn enables our members to provide services which significantly change their client’s outcomes.

About Anthony M. Conte

“It’s an honor to join CEPA’s international community of leading business advisors,” said Conte. “I am confident that my attained designation will bring value to the clients I serve and I am ready to begin implementing exit planning strategies through wealth management, business planning, and much more.”

As CEO of The Independent Grid and Managing Partner of Conte Wealth Advisors, LLC, Anthony followed in his grandfather’s and father’s footsteps providing creative wealth management and planning solutions for his clients, their businesses, employees, and families. He also focuses on growing our advisor base, operational efficiencies, and leading the team to new and exciting initiatives.

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