Binghamton, Syracuse, NY- January 25, 2021 – S.E.E.D. Planning Group is proud to announce Travis Maus, Managing Partner and Wealth Manager has recently completed the Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute (EPI). EPI’s intensive MBA-style executive program is taught by EPI’s faculty of advisors, who are all sought after subject matter experts and industry thought leaders.
The CEPA program is designed for business advisors who work closely with owners of privately held companies. By earning the CEPA designation, Travis has received specialized training, committed to ongoing continuing education, and gained access to a broad network of specialty advisors who provide sophisticated planning for high net-worth business owners and families.
S.E.E.D. Planning Group LLC (S.E.E.D.) is a fee-only Registered Investment Advisor (RIA) with the SEC. S.E.E.D.’s team provides investment fiduciary and financial planning services to clients. S.E.E.D.’s fees are disclosed, easy to understand, and not predicated on sales.
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S.E.E.D. Planning Group, LLC
31 Lewis Street, Ste 401
Binghamton, NY 13901