MATTHEW COOK
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Matthew Cook 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=Matthew Cook - CEPA - UBS Financial Services, Inc. - Beaumont, New Jersey, city=Beaumont, cepa_since=2019, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=matthew-cook, lname=Cook, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202019/PROOF%20OF%20ATTENDANCE-CEPA-Phoenix-Apr-2019-MCook.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394669, cohortium_profile_title=Matthew Cook | Financial Advisor at UBS Financial Services, Inc. | CEPA™ since 2019 | CEPA Connect Member, state=New Jersey, hs_was_imported=true, id=2835766560, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Matthew Cook, email=mcook@ach-us.com, cohortium_meta_description=Connect with Matthew Cook, a specialized Financial Advisor working with UBS Financial Services, Inc. based in New Jersey. Credentials include: CEPA., associated_contact_record_id=2361451, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202019/1185_Cook_CEPA-certificate_2019-APR-PHX.pdf, is_editable=editable, url_slug_2=matthew-cook, impersonate_user_url=https://exit-planning-institute.org/member-detail/matthew-cook?impersonation=true, full_name=Matthew Cook, hs_lastmodifieddate=1766024038755, phone=+14096588032, company_name=UBS Financial Services, Inc., name=Matthew, hs_object_id=2835766560, associated_resources=0, hs_object_source=IMPORT, postal_code=77706, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=61653109}
- Advisor Type: Financial Advisor
- Website:
https:// - Phone: +14096588032
- City: Beaumont
- State: New Jersey
- Postal Code: 77706
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
