BRIAN BUETEL
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Brian Buetel 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=Brian Buetel - CEPA, CPWA - UBS Financial Services, Inc. - Boca Raton, Florida, city=Boca Raton, cepa_since=2020, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=brian-buetel, lname=Buetel, designations=[CEPA, CPWA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202020/BUETEL-BRIAN-CERTIFICATE%20OF%20ATTENDANCE-NASBA-MASTERclass.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394687, cohortium_profile_title=Brian Buetel | Wealth Manager at UBS Financial Services, Inc. | CEPA™ since 2020 | CEPA Connect Member, state=Florida, hs_was_imported=true, id=2835700053, designations__text_=CEPA, CPWA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Brian Buetel, email=brian.buetel@ubs.com, cohortium_meta_description=Connect with Brian Buetel, a specialized Wealth Manager working with UBS Financial Services, Inc. based in Florida. Credentials include: CEPA, CPWA., associated_contact_record_id=1029901, website=https://advisors.ubs.com/buetelgroup/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202020/1578_Buetel-B_CEPA-Certificate_2020-APR-MC.pdf, is_editable=editable, url_slug_2=brian-buetel, impersonate_user_url=https://exit-planning-institute.org/member-detail/brian-buetel?impersonation=true, full_name=Brian Buetel, hs_lastmodifieddate=1766024036307, phone=(561) 367-1811, company_name=UBS Financial Services, Inc., name=Brian, hs_object_id=2835700053, associated_resources=0, hs_object_source=IMPORT, postal_code=33431, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=9997091}
- Advisor Type: Wealth Manager
- Website:
https://advisors.ubs.com/buetelgroup/ - Phone: (561) 367-1811
- City: Boca Raton
- State: Florida
- Postal Code: 33431
- Country: United States
- Designations: CEPA, CPWA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
