Kris Sykes, CFP®, CEPA®, AAMS™

Kris Sykes, CFP®, CEPA®, AAMS™

 
 
 
 
 
 
 
 
 
 

Kris Sykes, CFP®, CEPA®, AAMS™

1441 South Avenue Suite 605
Staten Island, NY 10314 | View on Google Maps
Kris Sykes, CFP®, CEPA®, AAMS™ Kris Sykes, CFP®, CEPA®, AAMS™
(718) 761-3960
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I help business owners take control of their future by turning exit planning into a strategic advantage. Successful exit planning isn’t just about selling for the highest price, it’s about aligning your business, financial, and personal goals so you can transition on your terms. With a clear, actionable plan, you don’t just prepare your business for an eventual sale, you prepare your life for what comes next. The best exits don’t happen by chance; they happen by design. Let’s build a strategy that ensures your next chapter is as successful as the one you’ve built.

Products and Services
Exit Planning and Comprehensive Financial Planning
Member Since: 2025