SHAWN VALUKAS
UBS Financial Services
As a Certified Exit Planning Advisor (CEPA®), Shawn Valukas 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.
{city=Nolensville, display_country=United States, hs_object_source_detail_1=Find a CEPA November 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=shawn-valukas, lname=Valukas, hs_object_source_id=enrollmentId:2116067048873;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202025/VALUKAS-SHAWN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-NOVEMBER-2025.pdf, hs_createdate=1764337953635, cohortium_profile_title=Shawn Valukas | Financial Advisor at UBS Financial Services | CEPA Connect Member, id=41670847924, advisor_type=Financial Advisor, custom_page_title=Shawn Valukas, email=shawn.valukas@ubs.com, cohortium_meta_description=Connect with Shawn Valukas, a specialized Financial Advisor working with UBS Financial Services., associated_contact_record_id=156190503339, website=UBS.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20NOVEMBER%202025/10745_Valukas_CEPA-Certificate-2025-November.pdf, is_editable=editable, url_slug_2=shawn-valukas, impersonate_user_url=https://exit-planning-institute.org/member-detail/shawn-valukas?impersonation=true, full_name=Shawn Valukas, hs_lastmodifieddate=1766123824131, phone=+1 312-451-3739, company_name=UBS Financial Services, name=Shawn, hs_object_id=41670847924, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=37135, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://UBS.com - Phone: +1 312-451-3739
- City: Nolensville
- State:
- Postal Code: 37135
- Country: United States
- Designations:
- Markets Served:
- Company Name: UBS Financial Services
