BENJAMIN SEGAL
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Benjamin Segal 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=Benjamin Segal - CEPA, CPA, JD - UBS Financial Services, Inc. - Southhampton, New York, city=Southhampton, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=benjamin-segal, lname=Segal, designations=[CEPA, CPA, JD], 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-Segal-Ben.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394706, cohortium_profile_title=Benjamin Segal | Financial Advisor at UBS Financial Services, Inc. | CEPA Connect Member, state=New York, hs_was_imported=true, id=2835833445, designations__text_=CEPA, CPA, JD, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Benjamin Segal, email=benjamin.segal@ubs.com, cohortium_meta_description=Connect with Benjamin Segal, a specialized Financial Advisor working with UBS Financial Services, Inc. based in New York. Credentials include: CEPA, CPA, JD., associated_contact_record_id=2069401, website=https://www.ubs.com/us/en.html, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202020/2146_Segal_CEPA-Certificate_2020-AUG-MC.pdf, is_editable=editable, url_slug_2=benjamin-segal, impersonate_user_url=https://exit-planning-institute.org/member-detail/benjamin-segal?impersonation=true, full_name=Benjamin Segal, hs_lastmodifieddate=1764932295405, phone=(212) 626-8608, company_name=UBS Financial Services, Inc., name=Benjamin, hs_object_id=2835833445, associated_resources=0, hs_object_source=IMPORT, postal_code=11968, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.ubs.com/us/en.html - Phone: (212) 626-8608
- City: Southhampton
- State: New York
- Postal Code: 11968
- Country: United States
- Designations: CEPA, CPA, JD
- Markets Served:
- Company Name: UBS Financial Services, Inc.
