Charlottesville, VA – October 2, 2024 – Tim McClurg ChFC®, CLU®, CEPA® a financial advisor, Risk Mitigation and Wealth Transfer Specialist with OakHeart Financial Group a private wealth advisory practice of Ameriprise Financial Services, LLC in Charlottesville, has achieved the professional designation of Certified Exit Planning Advisor (CEPA®) through The Exit Planning Institute.
Tim McClurg
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