Skyler Stokes - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Skyler Stokes, Certified Founders Group Associate

How to take the Anatomy of a True Start Survey

Click here to start the survey.

An Entrepreneur’s Business Succession Journey

About Skyler

www.alohawealthpartners.com

PROFESSIONAL ACCREDITATIONS

Skyler holds a series 7, series 66, CA insurance license, is a Certified Exit Planning Advisor (CEPA®) an Accredited Investment Fiduciary (AIF®) and a Chartered Retirement Plans Specialist (CRPS®).

POSITIONS

After returning as a lifeguard to San Diego from Kauai and starting a career in financial services over 10 years ago, Skyler found there was a major disconnect between people’s personal financial security and living a purposeful life. To him, Aloha means helping his clients focus on experiences and relationships – things that make someone truly wealthy.