Quest Financial Services Founding Partner Publishes Financial Planning Book
Robert Cepeda
Quest Financial Services Co-Founder and Managing Partner Robert Cepeda’s new book, Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor, is now available for purchase via both paperback and digital download formats through Amazon and Kindle. The release comes in anticipation of National Financial Planning Month, which is observed each October.
In Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor, Cepeda uses his own personal and professional experiences and an anecdotal and conversational tone to discuss financial planning for every stage of life.
“To many, the thought of financial planning can be daunting or overwhelming, but I've faced many of the same obstacles and shared many of the same goals as most of my clients,” Cepeda said. “Through my book, I take readers on my own journey through financial planning to bridge the gap, and provide useful insight for the most pivotal stages of life.”
“I like to call it ‘the evolution of life,’” Cepeda added.
In addition to his book, Cepeda also dedicates his time to educating the public as a speaker throughout the Hudson Valley, hosting workshops such as Rebuild Your Life after Divorce, Women & Investing, and Get Your Financial House In Order.
