How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Emilio "JJ" Valdes III, CFP, CRPC

Senior Vice President–Wealth Management

JJ is a Senior Vice President-Wealth Management and Wealth Management Advisor at UBS Financial Services, Inc. He graduated from the George Washington University with a Bachelors of Accountancy in 1988 and a Masters in Taxation in 1989. He was at Merrill Lynch from 1992 to 2015. JJ joined UBS Financial Services in September, 2015.

JJ focuses on developing and executing strategic solutions based upon the risk tolerance, time horizon, liquidity needs and overall investment goals for complex financial needs of high net worth individuals. His other area of proficiency is establishing and managing retirement plans for small and mid-size businesses.

JJ is continually improving his skills as a Wealth Management Advisor through continuing education. In 2005 he earned his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards. In addition, JJ earned his designation as a CHARTERED RETIREMENT PLANNING COUNSELORSM in 2010. Both the CFP ® and CRPC ® allow him to focus on the pre and post retirement needs of individuals.

JJ and his wife, Chris, have two boys and live in Media, PA. He enjoys playing basketball, snowboarding and spending time with his family.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S. which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CRPC® and CHARTERED RETIREMENT PLANNING COUNSELORSM are registered service marks of the College for Financial Planning.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • MA
  • MD
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelors in Accountancy, George Washington University
  • Masters in Taxation, George Washington University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (610) 832-3005

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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