Estate Planning Coordinator

We are pleased to provide our clients with the opportunity to have Stifel's Estate Planning Coordinator review and provide estate planning ideas that make meeting with their Estate Planning Attorney more effective.

Ronald Cepikoff, CEP®, AEP®, CTEPTM, CLU®, ChFC®
Senior Vice President
Estate Planning Coordinator

Ron assists us in providing clients with honesty and integrity in matters of estate planning and recommending strategies to help them pursue their financial goals. He brings with him over 30 years experience in estate planning, insurance, and investments. His certifications and designations are: Certified Estate PlannerSM, Chartered Financial Consultant®, Accredited Estate Planner®, Chartered Trust and Estate PlannerTM, as well as Chartered Life Underwriter®.

We gather your information and work with Ron in preparing an analysis of your current estate situation and provide recommendations of strategies to help you work toward your personal financial legacy goals. Clients that have been through this process have said that since most of the legwork had been done, when meeting with their Estate Planning Attorney, it was clear what their wishes were.

Of interest to you?  Call us today to discuss with our Estate Planning Coordinator before seeing an Estate Planning Attorney.