Rufus Cressend has a background in financial planning and wealth management, where he serves his clients as a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) for business owners. He specializes in helping vision-driven entrepreneurs grow and maximize their business enterprise value, and transition from being owner-operators to capital investors in their own companies. His expertise lies in crafting seamless exit strategies that provide lasting financial security—ensuring his clients achieve an income they can’t outlive.