BRYAN MCCOLLAM
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Bryan McCollam 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=Bryan McCollam - CEPA - UBS Financial Services, Inc. - Monte Sereno, California, city=Monte Sereno, cepa_since=0, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=bryan-mccollam, lname=McCollam, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MAY%202020/MCCOLLAM-BRYAN-CERTIFICATE%20OF%20ATTENDANCE-NASBA-MASTERclass.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394693, cohortium_profile_title=Bryan McCollam | Wealth Manager at UBS Financial Services, Inc. | CEPA™ since 0 | CEPA Connect Member, state=California, hs_was_imported=true, id=2835683336, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Bryan McCollam, email=bryan.mccollam@ubs.com, cohortium_meta_description=Connect with Bryan McCollam, a specialized Wealth Manager working with UBS Financial Services, Inc. based in California. Credentials include: CEPA., associated_contact_record_id=957151, website=https://www.ubs.com/us/en.html, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MAY%202020/1808_McCollam_CEPA-Certificate_2020-MAY-MC.pdf, is_editable=editable, url_slug_2=bryan-mccollam, impersonate_user_url=https://exit-planning-institute.org/member-detail/bryan-mccollam?impersonation=true, full_name=Bryan McCollam, hs_lastmodifieddate=1766024036272, phone=(408) 355-4680, company_name=UBS Financial Services, Inc., name=Bryan, hs_object_id=2835683336, associated_resources=0, hs_object_source=IMPORT, postal_code=95030, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.ubs.com/us/en.html - Phone: (408) 355-4680
- City: Monte Sereno
- State: California
- Postal Code: 95030
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
