RKL Wealth Management’s David Morais Earns CEPA Credential
YORK, PA (March 7, 2022) – RKL Wealth Management Senior Wealth Advisor David Morais recently earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute.
The CEPA program is the most widely endorsed exit planning designation in the world. The program trains and certifies professional advisors in the field of exit planning through an executive-style learning experience and a proctored exam.
Morais’ new credential enhances his nearly two decades of experience helping high net worth clients and their families and closely held family business owners formulate their estate and legacy plans. He is also a Certified Financial Planner.
As a Senior Wealth Advisor, Morais delivers highly personalized advice to help clients achieve their financial goals. He resides in York with his wife and their children.
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