JOE BARTLETT
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Joe Bartlett 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=Joe Bartlett - - UBS Financial Services, Inc. - Portland, Oregon, city=Portland, display_country=United States, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=joe-bartlett, lname=Bartlett, hs_object_source_id=enrollmentId:903772024588;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/January%202024/BARTLETT-JOE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Jan%202024.pdf, hs_createdate=1706890191074, cohortium_profile_title=Joe Bartlett | Financial Advisor at UBS Financial Services, Inc. | CEPA Connect Member, state=Oregon, id=11996460569, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Joe Bartlett, email=joe.bartlett@ubs.com, cohortium_meta_description=Connect with Joe Bartlett, a specialized Financial Advisor working with UBS Financial Services, Inc. based in Oregon., associated_contact_record_id=26449201, website=https://advisors.ubs.com/vistagroup/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/January%202024/6202_Bartlett_CEPA-Certificate-2024-January.pdf, is_editable=editable, url_slug_2=joe-bartlett, impersonate_user_url=https://exit-planning-institute.org/member-detail/joe-bartlett?impersonation=true, full_name=Joe Bartlett, hs_lastmodifieddate=1764932315995, phone=+15032261891, company_name=UBS Financial Services, Inc., name=Joe, hs_object_id=11996460569, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=97205, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Financial Advisor
- Website:
https://advisors.ubs.com/vistagroup/ - Phone: +15032261891
- City: Portland
- State: Oregon
- Postal Code: 97205
- Country: United States
- Designations:
- Markets Served:
- Company Name: UBS Financial Services, Inc.
