Professional Profile
Call Me When
Call Me When... A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.
Contact Method
peter.manzi@cnb.com
Profession
Professional Certifications
Certified Financial Planning, FINRA Series 7 and 65, Certified Exit Planning Advisor
Functional Expertise
Business Focus

Transition Planning Certification
Exit Planning Institute
Client Industries
Client Results
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2023 XPX Global LLC. All Rights Reserved.
© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use