John Uehling of Uehling Wealth Management of UBS Financial Services, Inc. is a member of XPX Philadelphia.

John C Uehling

Account Vice President-Wealth Advisor

Uehling Wealth Management of UBS Financial Services, Inc.

Newtown, Pennsylvania

Professional Profile

Call Me When

Call Me When... A business owner needs help with succession planning, retirement readiness, retirement plan services, and personal financial planning

Contact Method

Profession

  • Insurance
  • Investor
  • Wealth Planner
  • Professional Certifications

    CERTIFIED FINANCIAL PLANNERu2122

    Transition Planning Certification

    Functional Expertise

  • Debt
  • Equity
  • Estate planning
  • Family business
  • Finance
  • Investments
  • Management succession
  • Philanthropy
  • Retirement
  • Trusts
  • Client Industries

  • Financial Services
  • Business Focus

    Financial Planning for Business Owners

    Client Results

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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