Financial Advisor John P. Byrne of Edward Jones Receives Certified Exit Planning Advisor® Designation
Financial Advisor John P. Byrne of the financial services firm Edward Jones in Bangor, Maine has received the Certified Exit Planning Advisor®, or CEPA®, designation through the Exit Planning Institute(TM).
This designation provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to personal goals. The course of CEPA® study expands a financial advisor's knowledge base in the following business-focused areas:
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Exit planning considerations for business owners |
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The importance of business valuation |
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Personal financial management |
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Estate and charitable intent strategies |
"Business owners have a unique set of needs and opportunities, and I believe it's important to tailor my advice and guidance to each of them individually," John said. "This course of study has provided me a more in-depth understanding of successful exit planning."
John and Senior Branch Office Administrator Bridget M. Olmstead, FPQP® can be reached at their office on Union Street by calling 207-922-2382. You may also visit their website at john.p.byrne@edwardjones.com.
Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.5 trillion in client assets under care as of Dec. 31, 2025. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is edwardjones.com, and its recruiting website is careers.edwardjones.com.
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