KARA MUSELER
UBS Financial Services
As a Certified Exit Planning Advisor (CEPA®), kara Museler 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=kara Museler - - UBS Financial Services - Newport, Rhode Island, city=Newport, display_country=United States, hs_object_source_detail_1=Find A CEPA (February 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kara-museler, lname=Museler, hs_object_source_id=enrollmentId:1555434351141;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20February%202025/Museler-Kara-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-FEBRUARY.pdf, hs_createdate=1741359564733, cohortium_profile_title=kara Museler | Financial Advisor at UBS Financial Services | CEPA Connect Member, state=Rhode Island, id=24894859601, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | kara Museler, email=kara.museler@ubs.com, cohortium_meta_description=Connect with kara Museler, a specialized Financial Advisor working with UBS Financial Services based in Rhode Island., associated_contact_record_id=88841502499, website=advisors.ubs.com/thehiltongroup/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20February%202025/8833_Museler_CEPA-Certificate-2025-February.pdf, is_editable=editable, url_slug_2=kara-museler, impersonate_user_url=https://exit-planning-institute.org/member-detail/kara-museler?impersonation=true, full_name=kara Museler, hs_lastmodifieddate=1764932318567, phone=4018355407, company_name=UBS Financial Services, name=Kara, hs_object_id=24894859601, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=02840, status=Published, hs_updated_by_user_id=61653109}
- Advisor Type: Financial Advisor
- Website:
https://advisors.ubs.com/thehiltongroup/ - Phone: 4018355407
- City: Newport
- State: Rhode Island
- Postal Code: 02840
- Country: United States
- Designations:
- Markets Served:
- Company Name: UBS Financial Services
