MODESTO RUGGIERO
UBS Financial Services
As a Certified Exit Planning Advisor (CEPA®), Modesto Ruggiero 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=Modesto Ruggiero - CEPA - UBS Financial Services - Cleveland, Ohio, city=Cleveland, cepa_since=0, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=modesto-ruggiero, lname=Ruggiero, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202020/RUGGIERO-MODESTO-CERTIFICATE%20OF%20ATTENDANCE-NASBA-MASTERclass.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394687, cohortium_profile_title=Modesto Ruggiero | Wealth Manager at UBS Financial Services | CEPA™ since 0 | CEPA Connect Member, state=Ohio, hs_was_imported=true, id=2835595156, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Modesto Ruggiero, email=modesto.ruggiero@ubs.com, cohortium_meta_description=Connect with Modesto Ruggiero, a specialized Wealth Manager working with UBS Financial Services based in Ohio. Credentials include: CEPA., associated_contact_record_id=1031203, website=https://advisors.ubs.com/ruggiero/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202020/1693_Ruggiero-M_CEPA-Certificate_2020-APR-MC.pdf, is_editable=editable, url_slug_2=modesto-ruggiero, impersonate_user_url=https://exit-planning-institute.org/member-detail/modesto-ruggiero?impersonation=true, full_name=Modesto Ruggiero, hs_lastmodifieddate=1766024036408, phone=(440) 225-1282, company_name=UBS Financial Services, name=Modesto, hs_object_id=2835595156, associated_resources=0, hs_object_source=IMPORT, postal_code=44114, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://advisors.ubs.com/ruggiero/ - Phone: (440) 225-1282
- City: Cleveland
- State: Ohio
- Postal Code: 44114
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UBS Financial Services
