Overview

My mission is to help advisors not just support their clients’ charitable giving, but share strategies that empower them to truly integrate wealth, tax, estate, and charitable planning to supercharge all of the client’s goals synergistically.

Rudy Flesher, CAP® is Regional Director, West at National Philanthropic Trust (NPT).

As a Regional Director, he cultivates relationships with financial advisors in Southern California and Arizona, providing consultative support to help clients achieve their philanthropic goals.

He is based in Los Angeles, CA.

Professional Credentials

  • Certified Exit Planning Professional (CEPA®)
    Exit Planning Institute
  • Chartered Advisor in Philanthropy (CAP®)
    The American College of Financial Services

Areas of Expertise

  • Business exit planning
  • Charitable gifts of non-cash assets
  • Nonprofit board engagement