James Orr, CPWA®, CEPA - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Wealth Management
• Business Exit Planning

About

James Orr is a financial advisor based in Palo Alto, California, providing comprehensive financial planning and investment management services. He holds the CPWA® and CEPA certifications, indicating his expertise in wealth management and business exit planning. James serves a diverse clientele, including individuals and business owners, helping them navigate their financial journeys. His practice focuses on creating tailored strategies that align with clients' financial goals and aspirations.

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