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MEMBER PROFILE

 

Mellany Bagtas CFP®, CRPC®, CDFA®, CEPA®

UBS

 

Member profile details

Membership level
Tri-State Individual
First name
Mellany
Last name
Bagtas CFP®, CRPC®, CDFA®, CEPA®
Title
Financial Advisor/ Certified Exit Planning Advisor
Company
UBS
XPX Chapter Email Lists
  • New York News & Events
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
client/ business owner needs help in understanding their wealth gap, help in providing them a clear path for life after selling their business and alignment of their personal and financial goals as they prepare for their exit.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Investments
  • Trusts
Client Industry(ies)
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Retail
Professional Certification(s)
CFP®, CRPC®, CDFA®, CEPA®
Transition Planning Certification or Methodology
CEPA®
In Business Since
2007
How to contact
mellany.bagtas@ubs.com
LinkedIn profile link
www.linkedin.com/in/ mellany-bagtas
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