Quest Financial Services is proud to announce that Founding Partner and Senior Wealth Advisor Robert Cepeda, CFP®, BFA™ was featured in the prestigious Advisors Magazine, an in-depth analysis magazine on success and innovation in the Middle Market.
In these times of extreme stress, it is important to understand the value of recognizing the difference between emotional responses and cognitive ones. This is when working with a financial advisor who holds the Behavioral Financial Advisor (BFA™) designation can make all the difference.
Quest Financial Services Co-Founder and Managing Partner Robert Cepeda was featured in his alma mater’s quarterly newsletter, the Rochester Review.
Robert Cepeda, CFP®, has recently earned the Behavioral Financial Advisor (BFA™) designation. The program trains advisors to help clients make better financial decisions through a rational, values-based approach
Robert Cepeda releases new book, "Your Journey Goes On".
