Cepa Paul Lowerre serves as a Senior Vice President in Wealth Management at UBS, where he leverages his extensive expertise in financial and investment planning to guide clients toward achieving their financial aspirations. With a robust background in comprehensive financial strategies, Cepa is dedicated to...
Cepa Paul Lowerre serves as a Senior Vice President in Wealth Management at UBS, where he leverages his extensive expertise in financial and investment planning to guide clients toward achieving their financial aspirations. With a robust background in comprehensive financial strategies, Cepa is dedicated to helping individuals and families navigate the complexities of wealth management. His approach is characterized by a deep understanding of risk tolerance analysis and asset allocation strategies, ensuring that each client’s portfolio is tailored to their unique financial goals and circumstances.
Currently, Cepa is spearheading several key projects that focus on retirement and second career transition planning, providing clients with the clarity and confidence needed to make informed decisions about their financial futures. He is particularly passionate about philanthropic planning strategies, helping clients align their financial resources with their values and charitable interests. By adhering to the Fiduciary Standards of Care, Cepa prioritizes his clients' best interests, fostering trust and long-term relationships.
Cepa's commitment to developing a clear roadmap for financial success is evident in his collaborative approach, where he works closely with clients to assess their current financial condition and articulate their goals. His ability to simplify complex financial concepts and create actionable plans sets him apart in the wealth management industry. As a result, clients can expect not only a strategic partnership but also a dedicated advocate for their financial well-being. By joining his network, you gain access to a wealth of knowledge and resources designed to empower you on your financial journey.
