Shawn Oliver Cepa CRPC-UBS Financial Services Inc

Our advisors serve California clients in Napa, Sonoma, San Jose, Campbell, Cupertino, Los Gatos, Sarasota, San Juan Capistrano, Yountville and surrounding areas. Our team specializes in providing our clients with highly personalized, comprehensive, full-service financial planning, divorce planning, sale of small businesses, portfolio management and estate planning.

UBS Financial Services Inc. in Napa, CA, is a dedicated team of Financial Advisors committed to helping clients navigate the complexities of today's financial markets. They focus on developing long-term relationships through personalized financial strategies tailored to meet both short-term needs and long-term goals. With a comprehensive approach to wealth management, UBS provides access to a wide range of resources, including investment advisory and brokerage services. Their mission is to simplify clients' financial lives while ensuring they are well-prepared for ongoing market volatility and future financial challenges. Generated from the website