Mike Rodman, CFP, CEPA
Mike has been an entrepreneur for four decades and has founded, bought, and/or
sold over 20 businesses. In addition, his successful experience in the estate planning and financial advisory fields have given Mike a keen insight into sustainable, multi-disciplinary, multi-generational, wealth management. His roots in the Exit Planning industry have not only earned him a prominent local and national reputation, but they have also fostered a new way of doing business.
Mike is one of the rare Certified Financial Planners (CFP®) in the United States who is also a Certified Exit Planning Advisor (CEPA). He is the Founder and Past President of the Exit Planning Institute Chapter in San Diego as well as the Past President of the San Diego Chapters of the Society of Financial Services Professionals (SFSP) and the National Association of Insurance and Financial Advisors (NAIFA).
Mike and his team have created a much-needed paradigm shift in the way wealth management and wealth preservation are handled for business owners and professional practice owners. The result is BPA Wealth Management, a first-of-its-kind comprehensive, multi-disciplinary, multi-generational, wealth management organization designed for business owners, professional firms, and highly successful families.
A University of Notre Dame graduate, Mike earned his CFP® designation in 1989 and his CEPA designation in 2017. Mike is one of the 1% of CEPAs nationwide who have been certified to deliver Owner Roundtables and Owner Focus Groups, both of which are peer-based coaching and learning opportunity programs for business owners and professional firm principals. These programs are delivered live and in person in Southern California as well as nationally today’s latest technology systems.
Danny Leicht, CFP®
Danny Leicht, MBA is a partner at BPA Wealth Management and leads the Investment Advisory and Insurance Divisions of the firm. Danny is also active in the Exit Planning Division and regularly runs valuations and other financially intense studies for clients who seek a high level of planning detail.
Danny earned his MBA from the University of San Diego as a member of Beta Gamma Sigma – an honor society reserved for the top percentage of graduate business students in the country. He also received his undergraduate degree from the University of Notre Dame and he currently serves as a Board Member and Treasurer of the San Diego Notre Dame Alumni Chapter. While at the University of San Diego, Danny focused his studies on finance and accounting, with a special emphasis of personal finance and portfolio management. He was also a Dean’s Merit Scholar, a Marketing Graduate Assistant, and Treasurer of the Graduate Business Student Administration.
Danny managed a portfolio of client relationships at a Chicago-based IT services firm for approximately five years. It was in this role that Danny found his passion for helping and impacting clients. This led him to the financial advisory and wealth management profession and his leadership position at BPA Wealth Management.
Danny is Series 7, 66, life and health insurance licensed in multiple states and is passionate about maintaining the highest integrity and customer service in every client interaction.