Title
Wealth Management, Retirement Advice
Job Responsibility
Wealth Management, Financial Planning
Organization
Ulin & Co. Wealth Management
Organization Web Site
ulinfinancial.com
Industry Type
Banking/Financial Services
Languages I speak
English
Please list your areas of Expertise
financial advisor, wealth management
Summarize your expertise in greater detail
Jon W. Ulin, CFP® is Managing Principal of Ulin & Co. Wealth Management -a registered branch of LPL Financial located in Boca Raton, Florida. Jon has extensive education and work experience in the financial services, wealth management and accounting fields. He is frequently quoted as a financial affairs expert for major news and media outlets. By providing an integrated financial planning and wealth management approach, Jon employs a customized investment plan designed to help clients with their goals to accumulate, preserve and transfer wealth.
Ulin & Co. serves a select client base from a broad spectrum of industries, and they include numerous corporate executives, business owners, entrepreneurs and retirees.
Our clients are provided a holistic approach to their personal finances by covering issues regarding their retirement planning,investment,tax planning, 401(K), employer benefits, Social Security benefits and estate planning concerns. We consult clients when unique life events arise (retirement, relocation, job transition, benefits enrollment, marriage, divorce, settlement, loss, inheritance, health care planning, college education, small business planning, estate planning updates, budgeting and family finances.)
We focus our firm's greatest strengths on building and monitoring portfolios for our clients. Our collaborative approach with our research and investment partners offers a clear, repeatable process that covers everything from the nuts and bolts of portfolio construction and manager due diligence to delivering personalized guidance for our clients that ties into their individual wealth management plan, retirement and estate goals.
Jon works primarily as a ‘fee based’ investment advisor for our individual and institutional clients and has received recognition for helping manage our clients portfolio’s through volatile bull and bear markets. He is committed to innovation, market research, cutting edge technology, ongoing learning and creating lifetime client relationships.
In summary, Jon is not only a an experienced finance writer, blogger and key note speaker- but works with clients on real time issues- and is dedicated to make a difference in their lives and financial well-being.
“Our mission is to inspire clients to achieve financial independence to maintain the retirement and lifestyle they deserve through proactive planning, innovative wealth strategies and impeccable service."
*Securities & Brokerage Services offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment Advice offered through Ulin & Co. Wealth Management, A Registered Investment Advisor and separate entity from LPL Financial.
For a list of states in which I am registered to do business, please visit ulinfinancial.com
Blog/Website
ulinfinancial.com
Whitepapers & Research
Florida Financial Advisor, Boca Raton, Palm Beach County, Broward County, Miami Dade, County.
Awards, Associations & Memberships
Financial Planning Association
Society for Human Resource Management
Educational Background
2007: CFP® Board Designation
1996: BBA Temple University
My References
Available upon request
Interested In
Opportunities to contribute on content or interviews regarding any area of investing, retirement, estate, insurance, captial markets or financial planning for any demographic.
Office Address 1
1200 N. Federal Highway
Office Address 2
Suite 200
City
Boca Raton
Zip/Postal Code
33432
Country
US
State
FL
Office Phone
561 210-7887
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Twitter Handle (e.g., @profnet)
@jonulin
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