Charles R. Kedra, CFP®, CEPA®, AIF®
Wealth Advisor and Partner
2026 will mark the 40th year of my financial journey. From the time I got the itch for finance in my first accounting class at Archbishop Carroll High School, through honors accounting at the University of Scranton and my MBA at Penn State University, I have always strived to learn more and continue learning. I will never stop learning.
Since 1986 I have had the privilege to learn from some of the best in the industry through employment as a CPA and advisor with great organizations like Arthur Andersen & Co.,
JP Morgan, New England Financial, Securian Financial and LPL Financial.
Through FPA Wealth Management, my FPA Generations Team has been operating as an independent wealth management practice, providing multi-generational advisory services to small businesses and families in a professional yet personable manner, in a friendly and relationship-focused environment.
Since 2016, when I qualified as a Certified Exit Planning Advisor, my FPA Owner Transitions team has been coaching owner operators through their business transition and exit, and planning for their next stage in life, always with the goal of providing security, stability and simplicity.
My Personal motto is - "Have a humble disregard for the status quo”.
CERTIFIED FINANCIAL PLANNER (CFP®)
CFP professionals must develop their credentials by completing a comprehensive course of study at an accredited college or university offering curriculum approved by the CFP board. They must pass a comprehensive two-day, ten-hour exam covering topics such as financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance planning. Prior to entering the CFP program, advisors must have at least three years of experience working as a financial planner. Every two years CFP’s must complete a minimum of 30 hours of continuing education to maintain their certification
CERTIFIED EXIT PLANNING ADVISOR (CEPA®)
CEPA professionals must complete a comprehensive five-day course offered by the Exit Planning Institute. They must pass a four-hour proctored exam covering topics such as business valuation, value enhancement, exit options analysis, transaction structuring and tax planning. Prior to entering the CEPA program, advisors must have at least five years of experience working with business owners in a professional capacity. Every three years CEPA’s must complete a minimum of 40 hours of continuing education to maintain their certification.