Quest Financial Services Founding Partner Publishes Financial Planning Book
In Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor, Cepeda uses his own personal and professional experiences and an anecdotal and conversational tone to discuss financial planning for every stage of life.
"To many, the thought of financial planning can be daunting or overwhelming, but I've faced many of the same obstacles and shared many of the same goals as most of my clients," Cepeda said. "Through my book, I take readers on my own journey through financial planning to bridge the gap and provide useful insight for the most pivotal stages of life."
"I like to call it 'the evolution of life,'" Cepeda added.
Cepeda, a Certified Financial Planner™ (CFP®), the recognized standard of excellence for competent and ethical financial planning, serves as the senior wealth advisor for Quest Financial Services. He holds a Series 24, Series 7, and Series 63. His practicing history can be reviewed at brokercheck.finra.org.
In addition to his book, Cepeda also dedicates his time to educating the public as a speaker throughout the
Cepeda is a graduate of The
Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor is available in both paperback and Kindle download at www.amazon.com/dp/1077907303.
About Quest Financial Services: Quest Financial Services is an independent financial services firm with locations in
For more information, contact:
Media Solstice Marketing & PR
845.202.9197
Related Images
robert-cepeda-cfp.jpg
Cepeda is the co-founder, managing partner and senior wealth advisor of Quest Financial Services.
Related Links
View original content to download multimedia:http://www.prnewswire.com/news-releases/quest-financial-services-founding-partner-publishes-financial-planning-book-300923603.html
SOURCE Quest Financial Services
California utility cuts power to 24,000 customers
Finnish Presidency Outlines Priorities to European Parliament Committees
Advisor News
- How to support an entrepreneur client with multiple businesses
- Could a narrower focus help grow your practice?
- U.S. debt hits $40 trillion: how to support concerned clients
- Flourish brings private-bank-like cash solution to MassMutual’s network
- Majority of Americans concerned recent market highs are unsustainable
More Advisor NewsAnnuity News
- MassMutual Expands Lending Options With New Secured Credit Line
- Corebridge Financial Introduces Progressive Trigger, a First-of-Its-Kind Index Annuity Strategy Designed to Turn Missed Years into Future Opportunity
- Insurer proposes $1.1M deal to resolve CA teachers’ annuity fee lawsuit
- IMOs get frustrated with slow carrier adoption of faster technology
- New class-action lawsuit targets Delaware Life over annuity disclosures
More Annuity NewsHealth/Employee Benefits News
Life Insurance News