THOMAS CONIGATTI
UBS Financial Services, Inc.
As a Certified Exit Planning Advisor (CEPA®), Thomas Conigatti 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=Thomas Conigatti - CEPA, CRPC, CPWA - UBS Financial Services, Inc. - Hoboken, New York, city=Hoboken, cepa_since=2020, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=thomas-conigatti, lname=Conigatti, designations=[CEPA, CPWA, CRPC], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202020/2020-July-MasterClass-CFP-NASBA-Certificate-Conigatti-Thomas.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394700, cohortium_profile_title=Thomas Conigatti | Wealth Manager at UBS Financial Services, Inc. | CEPA™ since 2020 | CEPA Connect Member, state=New York, hs_was_imported=true, id=2835889667, designations__text_=CEPA, CRPC, CPWA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Thomas Conigatti, email=thomas.conigatti@ubs.com, cohortium_meta_description=Connect with Thomas Conigatti, a specialized Wealth Manager working with UBS Financial Services, Inc. based in New York. Credentials include: CEPA, CRPC, CPWA., associated_contact_record_id=2060951, website=https://local.ubs.com/nyc-1285-aoa-jg/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202020/1953_Conigatti_CEPA-Certificate-2020-JUL-MC.pdf, is_editable=editable, url_slug_2=thomas-conigatti, impersonate_user_url=https://exit-planning-institute.org/member-detail/thomas-conigatti?impersonation=true, full_name=Thomas Conigatti, hs_lastmodifieddate=1766024036270, phone=+12127134573, company_name=UBS Financial Services, Inc., name=Thomas, hs_object_id=2835889667, associated_resources=0, hs_object_source=IMPORT, postal_code=07030, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://local.ubs.com/nyc-1285-aoa-jg/ - Phone: +12127134573
- City: Hoboken
- State: New York
- Postal Code: 07030
- Country: United States
- Designations: CEPA, CRPC, CPWA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
