ALAN WOJTOWICZ
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Alan Wojtowicz 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=Alan Wojtowicz - CEPA - UBS Financial Services, Inc. - Oakbrook Terrace, Illinois, city=Oakbrook Terrace, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=alan-wojtowicz, lname=Wojtowicz, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202020/CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-Wojtowicz-Alan.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394706, cohortium_profile_title=Alan Wojtowicz | Wealth Manager at UBS Financial Services, Inc. | CEPA Connect Member, state=Illinois, hs_was_imported=true, id=2835543856, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Alan Wojtowicz, email=alan.wojtowicz@ubs.com, cohortium_meta_description=Connect with Alan Wojtowicz, a specialized Wealth Manager working with UBS Financial Services, Inc. based in Illinois. Credentials include: CEPA., associated_contact_record_id=1051451, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202020/2176_Wojtowicz_CEPA-Certificate_2020-AUG-MC.pdf, is_editable=editable, url_slug_2=alan-wojtowicz, impersonate_user_url=https://exit-planning-institute.org/member-detail/alan-wojtowicz?impersonation=true, full_name=Alan Wojtowicz, hs_lastmodifieddate=1764932294945, phone=(630) 572-2289, company_name=UBS Financial Services, Inc., name=Alan, hs_object_id=2835543856, associated_resources=0, hs_object_source=IMPORT, postal_code=60181, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https:// - Phone: (630) 572-2289
- City: Oakbrook Terrace
- State: Illinois
- Postal Code: 60181
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services, Inc.

