Jon W. Ulin CFP
    Title Managing Principal
    Job Responsibility Wealth Management, Financial Planning
    Organization Ulin & Co.Wealth Management
    Organization Web Site
    Institution Type Corporations
    Industry Type Banking/Financial Services
    Languages I speak English
    Would you like all contact to be directed to your PR Representative? Yes
    PR Representative First Name Jon
    PR Representative Last Name Ulin
    PR Representative E-mail
    PR Representative Phone 561 210-7887
    Member of ProfNet
    Please list your areas of Expertise Investing, Retirement, Personal Finance
    Summarize your expertise in greater detail For media interviews or to learn more about our firm- please Contact:Jon.ulin@ulinwealt... 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)
    Whitepapers & 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
    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 Interested in collaborating on news and media interviews (print/ TV/ Podcast) on all things personal finance, investing and retirement
    Office Address 1 301 Yamato
    Office Address 2 Suite 3150
    City Boca Raton
    Zip/Postal Code 33431
    Country US
    State FL
    Office Phone 561 210-7887
    Cell Phone
    Show My Contact Details To ProfNet Connect Members
    Twitter Handle (e.g., @profnet) @jonulin
    Twitter Link
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