Member Login

BRENDAN FARRELL

UBS Financial Services, Inc.

As a Certified Exit Planning Advisor (CEPA®), Brendan Farrell 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=Brendan Farrell - CEPA - UBS Financial Services, Inc. - Raleigh, North Carolina, city=Raleigh, display_country=United States, hs_object_source_label=IMPORT, url_slug=brendan-farrell, lname=Farrell, designations=[CEPA], hs_object_source_id=34603897, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202023/FARRELL-BRENDAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-April-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1683029676150, cohortium_profile_title=Brendan Farrell | Financial Advisor at UBS Financial Services, Inc. | CEPA Connect Member, state=North Carolina, hs_was_imported=true, id=6176353461, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Brendan Farrell, email=brendanfarrell19@gmail.com, cohortium_meta_description=Connect with Brendan Farrell, a specialized Financial Advisor working with UBS Financial Services, Inc. based in North Carolina. Credentials include: CEPA., associated_contact_record_id=13811601, website=https://advisors.ubs.com/sieberfarrellgroup/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202023/5022_Farrell_CEPA-Certificate-2023-April.pdf, url_slug_2=brendan-farrell, impersonate_user_url=https://exit-planning-institute.org/member-detail/brendan-farrell?impersonation=true, full_name=Brendan Farrell, hs_lastmodifieddate=1764932307206, phone=+1(919) 785-2510, company_name=UBS Financial Services, Inc., name=Brendan, hs_object_id=6176353461, associated_resources=0, hs_object_source=IMPORT, postal_code=27612, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=26688115}