2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Karekin Kaprelian
Owner of Vertex Wealth Advisors, a team-based financial practice addressing the needs of business executives, small business owners, retirees, young professional families and more. With a solid foundation of teamwork, our practice draws on the...
ABOUT KAREKIN
Owner of Vertex Wealth Advisors, a team-based financial practice addressing the needs of business executives, small business owners, retirees, young professional families and more. With a solid foundation of teamwork, our practice draws on the skills and strengths of each credentialed professional to achieve our collective goal of helping clients like you meet their financial goals. We cover key aspects of financial planning and investments with regular progress meetings to review goals and progress. Together, we can help you feel more confident, connected and in control of your financial life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc., Member FINRA and SIPC.
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