Insight-based advice

Team Pic High Qual 2-18-22

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • James N. Cantrell Profile Picture

    James N. Cantrell

    Senior Vice President–Wealth Management

    Wealth Advisor

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    Jim began his career in financial planning and investment management at PaineWebber (now UBS) in 1992. Jim helped to develop an integrated CRM solution for his wealth management practice. Utilizing cutting-edge financial planning and asset allocation software, he began implementing client strategies that were flexible and forward-looking. Previously, Jim was a mortgage banker with Finance West in Los Angeles. Jim is a past president and current vice president of finance and board member of the Los Angeles Philanthropic Foundation, a 60-year-old educational endowment bestowing college scholarships annually to private universities in Southern California. Jim and his wife Marji live in Long Beach. In his spare time, Jim enjoys playing golf at Old Ranch Country Club in Seal Beach.

        • Wealth Advisor
        • Senior Portfolio Manager
        • CA Insurance License: 0B09500
        3030 Old Ranch Parkway
        Suite 300
        Seal Beach, CA 90740
        james.cantrell@ubs.com
        James N. Cantrell
        3030 Old Ranch Parkway,Seal Beach,CA,90740
      • John W. Orr Profile Picture

        John W. Orr

        Executive Director

        Senior Portfolio Manager

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        John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is a five-time member of the On Wall Street’s Top 100 Branch Manager honoree list. He is also a member of the UBS Directors Council and serves as an arbitrator for the National Futures Association. He holds Series 3, 7, 8, 63 and 65 securities licenses, as well as the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. John graduated from the University of Illinois with a B.A. in economics and received his M.B.A. from the Ohio State University. John is a Harley-Davidson and classic car enthusiast, as well as an internationally ranked, world-class Brazilian jiujitsu black belt competitor. He lives with his wife, Kelly, in Long Beach and has three children.

          • University of Illinois, B.A. in Economics
          • The Ohio State University, M.B.A.
          • Senior Portfolio Manager
          • Chartered Retirement Planning Counselor
          • CA Insurance License: 0B85188
          3030 Old Ranch Parkway
          Suite 300
          Seal Beach, CA 90740
          john.orr@ubs.com
          John W. Orr
          3030 Old Ranch Parkway,Seal Beach,CA,90740
        • KP Headshot

          Kevin T. Phillipp

          Senior Vice President–Wealth Management

          Senior Portfolio Manager

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          Kevin began his financial services career with UBS in 1995 and concentrates on small business retirement plans as well as assisting small business owners, professionals, and individuals with their own retirement planning needs. He is Series 3, 7, 63 and 65 securities and commodities licensed. He also holds life agent insurance, long-term care, and annuity licenses. Kevin received a B.A. in economics from the University of Minnesota and enjoys traveling the world in his spare time. He lives with his wife, Dawn, in San Pedro.

            • University of Minnesota, B.A. in Economics
            • Senior Portfolio Manager
            • CA Insurance License: 0B61676
            3030 Old Ranch Parkway
            Suite 300
            Seal Beach, CA 90740
            kevin.phillipp@ubs.com
            Kevin T. Phillipp
            3030 Old Ranch Parkway,Seal Beach,CA,90740
          • AO Headshot 2-18-22

            Austin G. Orkin, CFP®

            Senior Wealth Strategy Associate

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            Austin works with a select group of high net worth clients and their families to help them with all aspects of their financial lives. Through comprehensive planning, Austin helps his clients pursue their most important objectives and goals. In his role, he uses his knowledge to provide clients with a comprehensive wealth management plan that includes investment management, cash flow analysis, multigenerational planning, and charitable giving. As a Certified Financial Planner®, Austin uses a data-driven approach to planning while understanding that each relationship is unique. Austin began his career at UBS in 2017 and graduated with a Bachelor’s degree in Finance and Economics at California State University, Long Beach. While attending CSULB he competed on the men’s golf team. Austin is an avid golfer and enjoys traveling and playing golf around the world.

              • California State University, Long Beach, B. A. in Business Adminstration, concentration in Finance and Economics
              • CA Insurance License: 0M97995
              3030 Old Ranch Parkway
              Suite 300
              Seal Beach, CA 90740
              austin.orkin@ubs.com
              Austin G. Orkin, CFP®
              3030 Old Ranch Parkway,Seal Beach,CA,90740
            • Ruby Headshot

              Ruby Selig

              Client Associate

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                Ruby graduated from California State University of Los Angeles with a B.S. in business administration and a concentration in marketing management. She has been in the financial industry for over 20 years. She began her career at UBS as an executive assistant in 2007 and became a client service associate in 2018. Ruby is client focused and responsible for enhancing the ongoing client experience by providing full administrative and operational support to the team and our clients. She lives in Lakewood with her husband and their son. In her time spare time, Ruby enjoys reading and spending quality time with family and friends.

                  • California State University, Los Angeles, B.S. in Business Administration, concentration in Marketing Management
                    3030 Old Ranch Parkway
                    Suite 300
                    Seal Beach, CA 90740
                    ruby.selig@ubs.com
                    Ruby Selig
                    3030 Old Ranch Parkway,Seal Beach,CA,90740
                  • JPO Headshot

                    Jake P. Orr

                    Registered Client Associate

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                    • CA
                    • TX

                      • University of Oklahoma, Bachelor of Business Administration, concentration in Finance
                        3030 Old Ranch Parkway
                        Suite 300
                        Seal Beach, CA 90740
                        jake.orr@ubs.com
                        Jake P. Orr
                        3030 Old Ranch Parkway,Seal Beach,CA,90740

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      Three generations in apple orchard

                      Turn possibilities into a plan

                      House View Monthly

                      Building multicultural wealth, together

                      Building multicultural wealth, together

                      cover art of women's document

                      Women, wealth and well-being

                      The challenges women breadwinners face embracing their financial clout

                      Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                      We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                      Download the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $6 trn

                      UBS Group invested assets
                      As of 12/31/2024

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                      UBS is a leading and truly global wealth manager

                      More than 160 years

                      offering financial advice

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