Shawn Oliver is a registered investment advisor at UBS Financial Services INC., based in Napa, CA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
1455 First Street, Suite 300, Napa, CA, 94559
Get directionsShawn co-owns Oliver Racing LLC and is involved in wine production and sales through Oliver Family Wines. He also manages rental properties, dedicating minimal time to these activities.
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