Your life. Your wealth. Your future.

Pursue what matters most

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Shawn Oliver CEPA CRPC

First Vice President–Wealth Management

Financial Advisor

 

Shawn Oliver is a 32 year Financial Professional and First Vice President at UBS Financial Services Inc. in Napa, California.

Prior to joining UBS Shawn was a Financial Advisor at Morgan Stanley for 29 years where he advised individual investors on how to make smart financial decisions. His wealth management practice is focused on providing curated investment solutions to families and small business owners.

Shawn is a Certified Exit Planning Advisor, CEPA. He helps small business owners build more valuable companies, have stronger financial plans, and align their personal goals. Offering strategic financial planning and tailored solutions throughout the lifecycle of the business.

Shawn also holds a designation from the College for Financial Planning as a Chartered Retirement Planning Counselor, CRPC.

He is a California native and 20-year Napa Valley Resident who is currently raising a family in the area. He is a competitive cyclist, dedicated lifelong skier, and enjoys spending quality time with his wife and their son.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IN
  • KS
  • MA
  • MN
  • NM
  • NV
  • OR
  • TN
  • WA

Education

  • Investment Consultants Certificate , University of Pennsylvania Warton School of Business

Credentials

  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor

Helping individuals, families, and organizations unlock a wealth of possibilities

Retirement planning
Estate planning strategies
Exit planning
Business succession
Alternative investments
Business Owners
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
  • (707) 254-1535

Email Me

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Business transition and succession planning

Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.

Who we work with

Advice for business owners

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Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

#1

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022