Mellany Bagtas CFP®, CRPC®, CDFA®, CEPA®
UBS
New York,
New York
Contact
How to contact
mellany.bagtas@ubs.com
Professional Profile
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.
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Employee benefits
Employee engagement/ retention
ESOPs
Estate planning
Investments
Trusts
Exit/Transition Planning
Professional Certification
CFP®, CRPC®, CDFA®, CEPA®
Transition Planning Certification or Methodology
CEPA®
Client Industries
Health/Pharma/Biotech
Manufacturing
Non-profit
Retail
Chapter information
Membership
Tri-State Individual
Member since
Member for 1 year
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