Skyler Stokes, Certified Founders Group Associate
An Entrepreneur’s Business Succession Journey
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®).
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.