At R.W. Rogé & Company, we take great pride in the continued growth and dedication of our advisory team. This week, we’re excited to share an important professional milestone: Christopher Kehoe, CFA®, CEPA®, our Wealth Advisor & Director of Investment Research, has officially earned the Certified Exit Planning Advisor (CEPA®) designation.
This distinguished credential is awarded by the Exit Planning Institute and is recognized as one of the most widely endorsed programs in the exit-planning profession. The CEPA® curriculum equips advisors to help business owners strengthen and align their business, personal, and financial goals, and prepare for successful transitions using the Value Acceleration Methodology™. The program, featuring roughly 100 hours of pre-coursework, 30 hours of classroom instruction, and a comprehensive proctored exam, reflects Chris’s deep commitment to serving our clients at the highest level.
In his role at the firm, Chris helps guide individuals, families, and business owners through a wide range of planning and investment decisions. This new credential enhances his ability to support entrepreneurs who may be navigating succession planning, value building, transition readiness, and long-term wealth alignment.
“Our team is incredibly proud of Chris for earning the CEPA® designation,” shared Steven Rogé, Chief Investment Officer & CEO. “His commitment to deepening his expertise helps us continue providing the thoughtful guidance our clients deserve. This achievement strengthens our ability to help business-owner clients Plan, Achieve, and Live® the life they desire.”
Click here to read the full announcement.
For tailored guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
