JUSTIN STEERS
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Justin Steers 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=Justin Steers - CEPA - UBS Financial Services, Inc. - San Diego, California, city=San Diego, display_country=United States, hs_object_source_label=IMPORT, url_slug=justin-steers, lname=Steers, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20San%20Diego%202021/STEERS%20-%20JUSTIN-%202021-CEPA-October-SanDiego.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394769, cohortium_profile_title=Justin Steers | Financial Advisor at UBS Financial Services, Inc. | CEPA Connect Member, state=California, hs_was_imported=true, id=2835889805, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Justin Steers, email=justin.steers@ubs.com, cohortium_meta_description=Connect with Justin Steers, a specialized Financial Advisor working with UBS Financial Services, Inc. based in California. Credentials include: CEPA., associated_contact_record_id=4741901, website=https://www.ubs.com/us/en.html, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20San%20Diego%202021/3268_Steers_CEPA-Certificate-2021-SanDiego.pdf, is_editable=editable, url_slug_2=justin-steers, impersonate_user_url=https://exit-planning-institute.org/member-detail/justin-steers?impersonation=true, full_name=Justin Steers, hs_lastmodifieddate=1764932300965, phone=+14253060621, company_name=UBS Financial Services, Inc., name=Justin, hs_object_id=2835889805, associated_resources=0, hs_object_source=IMPORT, postal_code=92130, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Financial Advisor
- Website:
https://www.ubs.com/us/en.html - Phone: +14253060621
- City: San Diego
- State: California
- Postal Code: 92130
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
