Area(s) of expertise: financial advisor, wealth management
Summary of expertise:
Ulin & Co. Wealth Management in Boca Raton, Florida (est.2002) is an independent RIA and branch office of LPL Financial. We provide sophisticated 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/
For further information: Contact:Jon.firstname.lastname@example.org
or call (561)210-7887.
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.
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.
1996: BBA,Cum Laude in Accounting, Temple University.
2007:CFP Board Designation
OUR FOCUS: HELPING CLIENTS TO WISELY MANAGE THEIR WEALTH, FINANCIAL HEALTH & THEIR MONEY MINDSET.
Opportunities to contribute on content or interviews regarding any area of investing, retirement, estate, insurance, captial markets or financial planning for any demographic.
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