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We offer the best Financial Solutions for Fortune 500 Executives & their Families

We work with Current & Retired UPS clientele. 

We customize Financial Plans for Fortune 500 Executives

We provide Executive Financial Planning for UPS clientele   

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Our Team

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James W. Cravotta, MBA, MSPFP, MPAS®

Managing Director | Investment & Financial Planning

(855) 877-4976
(949) 954-1152
jim@executiveservices.net

https://www.linkedin.com/in/jcravotta/
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Vicki Cravotta, MBA

Senior Operations Specialist

https://www.linkedin.com/in/vicki-cravotta-88243148/
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John Davi

Sub-Advisory Portfolio Management

https://www.linkedin.com/in/john-davi-93414510/

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Michael Stulic, CFA, FRM, PRM

Sub-Advisory Portfolio Management

https://www.linkedin.com/in/michael-stulic/

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Nicholas Cerbone, CFA

Sub-Advisory Portfolio Management

https://www.linkedin.com/in/nicholas-cerbone-205070167/

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Pankaj Patel, CFA

Sub-Advisory Portfolio Management

https://www.linkedin.com/in/pankajnpatel7/

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620 Newport Center Drive, Suite 1100
Newport Beach, California
92660 United States

  •  Tel: (855)877-4976  |   Tel: 855-UPS-HYPO
  •  jim@orioninvestments.com |  jim@executiveservices.net
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