Quest Financial Services Founding Partner Earns Behavioral Financial Advisor (BFA™) Designation
"This designation has more strongly positioned me to help my clients avoid making emotional decisions about finances that can lead to negative outcomes," Cepeda said. "This new knowledge, paired with my years of experience, will allow my clients to focus even more sharply on making rational financial decisions that support their goals."
Cepeda is a Certified Financial Planner™ (CFP®) who also holds a Series 24, Series 7, and Series 63. His practicing history can be reviewed at brokercheck.finra.org. He recently authored Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor in 2019, an anecdotal and conversational book that discusses financial planning for every stage of life. Published late last year, the book is now available through both Amazon and Kindle.
Cepeda also dedicates time to educating the public as a speaker throughout the
Cepeda is a graduate of The
About Quest Financial Services: Quest Financial Services is an independent financial services firm with locations in
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Cepeda is the co-founder, managing partner and senior wealth advisor of Quest Financial Services.
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SOURCE Quest Financial Services
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