Jon Ulin, CFP©

Loading...
    • Member Type(s): Expert
      Communications Professional
      Other
    • Title:Wealth Management, Retirement Advice
    • Organization:Ulin & Co. Wealth Management
    • Area of Expertise:financial advisor, wealth management
    •  
    • Member:ProfNet

    To become a ProfNet premium member and receive requests from reporters looking for expert sources, click here.

My Expertise

    My Expertise

      Area(s) of expertise: financial advisor, wealth management
      Summary of expertise:
      Ulin & Co. Wealth Management in Boca Raton, Florida is aligned with LPL Financial. We provide wealth management, retirement & financial planning services to affluent families, individuals, retirees, corporate executives and businesses. We serve as our client’s personal financial advocate to help grow, protect and transfer wealth. Visit www.ulinwealth.com to learn more.
      Blog/Web site: http://ulinwealth.com/
      Twitter: https://twitter.com/JonUlin
      Facebook: https://www.facebook.com/ulinwealth
      White paper/research:
      For further information: Contact:Jon.ulin@lpl.com
      or call (561)210-7887.

      Books/articles published:
      Securities offered through LPL Financial | Member SIPC www.sipc.org | Investment Advice offered through Ulin & Co., a Registered Investment Advisor and separate entity from LPL Financial. *For a list of states that I am registered to conduct business, please visit my website.
      Awards/associations/memberships:
      Financial Planning Association
      Society for Human Resource Management

      Prior media experience:
      Jon is a sought after speaker and is often quoted by national news and media outlets. He has worked over the years with local businesses to develop and implement turn-key 401(K), retirement and benefits workshops as part of our Work-site Financial –Ed (WFE) Solutions. Our clients have included current and retired Fortune 500 executives and employees from Florida hubs of IBM, Microsoft Latin America and Sprint as well as other small to mid-sized practices and organizations.
      Educational background:
      1996: BBA,Cum Laude in Accounting, Temple University.
      2007:CFP Board Designation
      References:
      OUR FOCUS: HELPING CLIENTS TO WISELY MANAGE THEIR WEALTH, FINANCIAL HEALTH & THEIR MONEY MINDSET.
      Interests:
      Opportunities to contribute on content or interviews regarding any area of investing, retirement, estate, insurance, captial markets or financial planning for any demographic.
    This user's friends are private.

Comments