John C. Castronuovo, CFP®, CAP®, CEPA | Source | Senior Vice President-Wealth Management Private Wealth Advisor at UBS Financi...

John is the Senior Vice President of Wealth Management, Private Wealth Advisor at UBS Financial Services, Inc. Private Wealth Management. He focuses on comprehensive wealth management strategies for select entrepreneurs and business owners, executives and retired executives, as well as charitable organizations. John ensures that the clients plan and financial needs are being met by addressing areas that include asset allocation, estate planning, stock option strategy, wealth transfer issues, philanthropic planning, and pre-business sale planning.