Family. Wealth. For Generations.

[Wealth Way] Multigenerational planning

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

JohnKevin

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kevin T. Phillipp Profile Picture

    Kevin T. Phillipp

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • KY
    • MA
    • ME
    • MI
    • MN
    • MT
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    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 California 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.

    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • 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
  • John W. Orr Profile Picture

    John W. Orr

    Executive Director

    Senior Portfolio Manager

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • KY
    • MA
    • ME
    • MI
    • MN
    • MT
    • NC
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is 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.

    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • University of Illinois , B.A. in Economics
    • 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
  • AO Headshoot

    Austin G. Orkin, CFP®

    Senior Wealth Strategy Associate

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • ND
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    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 of Long Beach, B. A. in Business Administration, concentration in Finance and Economics
      • CERTIFIED FINANCIAL PLANNER®
      • 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

      Ruby Selig

      Client Associate

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        Ruby graduated from California State University, Los Angeles with a B.S. in business administration, 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
          • Jake

            Jake P. Orr

            Registered Client Associate

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            • CA
            • TX

            Jake graduated summa cum laude from the University of Oklahoma in 2024 with a Bachelor of Business Administration, concentration in finance. He was a member of the Student Advisory Board for the JCPenney Leadership Program and an associate in the Capital Group Fellowship Program. Jake earned a perfect GPA throughout all 4 years and made the Dean’s List and Honor Roll every semester. He gained industry experience interning his junior and senior years of college and holds the Series 7 securities license. Jake assists the team with administrative and operational duties. He enjoys weightlifting and is learning to play the game of golf.

              • 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

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Three generations in apple orchard

              Turn possibilities into a plan

              What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

               

              UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.

              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

              Global leader

              UBS is a leading and truly global wealth manager

              More than 160 years

              offering financial advice

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