Jon Ulin, CFP, CEO

    • Media Contact:
      Jon W. Ulin CFP
    • Member Type(s): Expert
      Communications Professional
    • Title:Managing Principal
    • Organization:Ulin & Co.Wealth Management
    • Area of Expertise:Investing, Retirement, Personal Finance
    • Member:ProfNet

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My Expertise

    My Expertise

      Area(s) of expertise: Investing, Retirement, Personal Finance
      Summary of expertise:
      For media interviews or to learn more about our firm- please or call (561)210-7887. You can also stop by

      Plan Your Best Life™ --
      Our firm provides comprehensive financial planning strategies-along with portfolio management services to individuals, families, retirees and small business owners. (est. 2002)
      Blog/Web site:
      White paper/research:
      Ulin & Co. brings a fiercely independent approach to wealth management while partnering with Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody & Management.
      *Charles Schwab, Fidelity & Pershing are separate entities from Ulin & Co. and IFP Securities, LLC.

      For a list of states in which I am registered to conduct securities business, please visit my website at

      Books/articles published:
      The news articles provided were prepared by third parties and include quotes from individuals or entities that are not affiliated with IFP Securities, LLP or Ulin & Co. Wealth Management.The opinions voiced in the materials are for general information only and are not intended to provide specific advice or recommendations for any individual.

      Securities offered through IFP Securities, LLC Member FINRA/SIPC Investment Advisory
      Services offered through Independent Financial Partners, a Registered Investment Advisor.
      Ulin & Co. is a separate entity from & not affiliated with IFP Securities, LLC or IFP Advisors, LLC

      Prior media experience:
      17 years media interviews, blogger, newsletter, radio show host, public speaker on financial wellness, literacy, investing and retirement.
      Educational background:
      BBA,Cum Laude in Accounting, Temple University.
      CFP Board Designation
      Interested in collaborating on news and media interviews (print/ TV/ Podcast) on all things personal finance, investing and retirement
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