Certified Financial Planner™
Certified Exit Planning Advisor
300 South Pine Island Road
Plantation, FL 33324
We help change the lives of business owners, their families and their employees through the power of exit planning.
Charles Woldenberg, president of Baby Boomer Business Owner Exit Planning, Inc., is a Certified Financial Planner™ (CFP®) and a Certified Exit Planning Advisor (CEPA).
As a CFP® professional, Charles has completed comprehensive training and is required to put clients’ interests ahead of their own at all times. As a CFP® professional, Charles has mastered nearly 100 integrated financial planning topics, including:
A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® certification exam before they can call themselves a CFP® professional. Charles is a 24‐year veteran of the securities industry and specializes in comprehensive financial planning for family business owners and their employees.
Charles is also a graduate of the Exit Planning Institute and is a Certified Exit Planning Advisor.
As a Certified Exit Planning Advisor, Charles is not only concerned with your business goals, he also considers your personal and financial objectives. As a CEPA, Charles take a holistic approach to help you develop a business strategy that integrates all aspects of your life. He will examine issues related to your industry; your risk tolerance; your timeline for retirement; and other critical areas of operating a business. Charles and his team of professionals will help you decide the timing to sell your business and how to help minimize personal taxes from the sale.