BOBBY GOLDSTEIN
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Bobby Goldstein 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=Bobby Goldstein - CEPA - UBS Financial Services, Inc. - Sandy Springs, Georgia, city=Sandy Springs, display_country=United States, hs_object_source_label=IMPORT, url_slug=bobby-goldstein, lname=Goldstein, designations=[CEPA], hs_object_source_id=33512218, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202022/GOLDSTEIN-ROBERT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2022.pdf, hs_created_by_user_id=48998728, hs_createdate=1679577433371, cohortium_profile_title=Bobby Goldstein | Financial Advisor at UBS Financial Services, Inc. | CEPA Connect Member, state=Georgia, hs_was_imported=true, id=5660187207, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Bobby Goldstein, email=robert.goldstein@ubs.com, cohortium_meta_description=Connect with Bobby Goldstein, a specialized Financial Advisor working with UBS Financial Services, Inc. based in Georgia. Credentials include: CEPA., associated_contact_record_id=15421001, website=https://advisors.ubs.com/compassfinancialadvisors/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202022/4089_Goldstein_CEPA-Certificate-2022-August.pdf, is_editable=editable, url_slug_2=Bobby-Goldstein, impersonate_user_url=https://exit-planning-institute.org/member-detail/bobby-goldstein?impersonation=true, full_name=Bobby Goldstein, hs_lastmodifieddate=1764932320248, phone=(770) 377-4306, company_name=UBS Financial Services, Inc., name=Bobby, hs_object_id=5660187207, associated_resources=0, hs_object_source=IMPORT, postal_code=30350, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=61653109}
- Advisor Type: Financial Advisor
- Website:
https://advisors.ubs.com/compassfinancialadvisors/ - Phone: (770) 377-4306
- City: Sandy Springs
- State: Georgia
- Postal Code: 30350
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
