ADAM OLIVAS
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Adam Olivas is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Adam Olivas - CEPA - UBS Financial Services, Inc. - Eagle, Idaho, city=Eagle, display_country=United States, hs_object_source_label=IMPORT, url_slug=Adam-Olivas, lname=Olivas, designations=[CEPA], hs_object_source_id=33512218, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20OCTOBER%202021/OLIVAS%20-%20ADAM-%202021-October-EPI-MasterClass.pdf, hs_created_by_user_id=48998728, hs_createdate=1679577433384, cohortium_profile_title=Adam Olivas | Wealth Manager at UBS Financial Services, Inc. | CEPA Connect Member, state=Idaho, hs_was_imported=true, id=5659793542, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Adam Olivas, email=adam.olivas@ubs.com, cohortium_meta_description=Connect with Adam Olivas, a specialized Wealth Manager working with UBS Financial Services, Inc. based in Idaho. Credentials include: CEPA., associated_contact_record_id=9674351, website=https://advisors.ubs.com/entrepreneurwealthgroup/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20OCTOBER%202021/3315_Olivas_CEPA-Certificate-2021-OCT.pdf, is_editable=editable, url_slug_2=Adam-Olivas, impersonate_user_url=https://exit-planning-institute.org/member-detail/Adam-Olivas?impersonation=true, full_name=Adam Olivas, hs_lastmodifieddate=1765300830932, phone=(757) 377-6977, company_name=UBS Financial Services, Inc., name=Adam, hs_object_id=5659793542, associated_resources=0, hs_object_source=IMPORT, postal_code=83616, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Wealth Manager
- Website:
https://advisors.ubs.com/entrepreneurwealthgroup/ - Phone: (757) 377-6977
- City: Eagle
- State: Idaho
- Postal Code: 83616
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
