GARRETT BATES
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Garrett Bates 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=Garrett Bates - CEPA - UBS Financial Services, Inc. - San Francisco, California, city=San Francisco, display_country=United States, hs_object_source_label=IMPORT, url_slug=garrett-bates, lname=Bates, designations=[CEPA], hs_object_source_id=33456209, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202023/BATES-GARRETT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-January-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679424605493, cohortium_profile_title=Garrett Bates | Wealth Manager at UBS Financial Services, Inc. | CEPA Connect Member, state=California, hs_was_imported=true, id=5631700321, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Garrett Bates, email=garrett.bates@ubs.com, cohortium_meta_description=Connect with Garrett Bates, a specialized Wealth Manager working with UBS Financial Services, Inc. based in California. Credentials include: CEPA., associated_contact_record_id=18436451, website=https://advisors.ubs.com/evolution/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202023/4531_Bates_CEPA-Ceritficate-2023-January.pdf, is_editable=editable, url_slug_2=garrett-bates, impersonate_user_url=https://exit-planning-institute.org/member-detail/garrett-bates?impersonation=true, full_name=Garrett Bates, hs_lastmodifieddate=1764932323687, phone=(415) 963-5288, company_name=UBS Financial Services, Inc., name=Garrett, hs_object_id=5631700321, associated_resources=0, hs_object_source=IMPORT, postal_code=94104, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Wealth Manager
- Website:
https://advisors.ubs.com/evolution/ - Phone: (415) 963-5288
- City: San Francisco
- State: California
- Postal Code: 94104
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
