Charles Schwab

  • Charles Schwab *

    Ulin & Co. Wealth Management partners with Charles Schwab as one of our premier partners to provide our clients with dynamic service in asset custody and management. Our advisors have been servicing clients in South Florida and beyond for almost two decades. 

    Opening a new account with Ulin & Co. Wealth Management is fast and easy! Contact us to arrange an initial complimentary consultation so we can explain our services and assess your current situation.
    You can get started with us in several ways:

    • Online Sign-up: Simply fill out our form below and someone will contact you shortly to schedule your initial consult.
    • Give us a Call: You can always reach us at (561) 210-7887 if you’d prefer to expedite the process and get things started immediately.
    • Send us an Email: You can always contact us via email at [email protected] Just send us any questions with the appropriate contact info and we will follow-up with you promptly.
    • Open a new account here and then contact us to become your designated wealth manager via the Schwab platform.

    If you already have a Charles Schwab account, you can simply contact us to become your designated wealth manager. Let’s start a conversation today! Simply give us a ring at (561) 210-7887 or contact us to get started and set up your complementary consultation.

    In these uncertain times, are you invested soundly? Whether you are a “do-it-yourself” investor or seeking a second opinion, confidence in your financial future starts with a Retirement & Portfolio Review.

    We are fully operational during the COVID19 Pandemic and are taking meetings by video and phone conferencing to accommodate your financial questions and concerns. Call (561) 210-7887 to get started today.  Above all, we hope you and your family are safe, healthy and getting through our current crisis as best you can. 

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    WEALTH MANAGEMENT    

    OUR TEAM 

    EVERY INVESTOR SHOULD ASK QUESTIONS!

    Why utilize an independent financial advisor firm

    Independent Registered Investment Advisor (RIA) firms provide personalized financial advice to their clients, many of whom have complex financial needs. Because advisors at these firms are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

    Key benefits 

    Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients.  The following five areas can help add trust, confidence and value when working with an independent advisor and firm:

    -Customized guidance based on your entire financial picture.
    -A relationship that’s responsive, attentive, and personal.
    -A fee structure that is simple and transparent.
    -A high level of expertise to support your complex financial needs.
    -Your money is held by an independent custodian, not the advisor firm.

     

    Charles Schwab is a separate entity from Ulin & Co. Wealth Management and IFP Securities, LLC

    We service clients across South Florida including Wellington, Jupiter, Palm Beach, West Palm Beach, Boynton Beach, Delray Beach, Highland Beach, Boca Raton, Deerfield beach, Coral Springs, Parkland, Ft. Lauderdale , Miami and Aventura

Meet Your Financial Management Team

  • Jon W. Ulin, CFP®

    CERTIFIED FINANCIAL PLANNER™ Managing Principal

    Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Wealth Management. Jon graduated Cum Laude with a BBA in Accounting and Finance from Temple University to then work in...

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    Jon W. Ulin, CFP®

    CERTIFIED FINANCIAL PLANNER™ Managing Principal


    Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Wealth Management. Jon graduated Cum Laude with a BBA in Accounting and Finance from Temple University to then work in Public Accounting in Philadelphia. After establishing our firm in 2002 in Boca Raton through a national Broker-Dealer, Jon transitioned Ulin & Co. to the independent Hybrid-RIA channel in 2009 as an affiliate of Independent Financial Partners.

    As an advocate for financial wellness and education, Jon is a sought-after speaker for both community and corporate events and is often quoted by national news and media outlets. He has worked over the years with many Fortune 500 regional high-tech locations as well as with businesses and municipalities to provide turn-key benefits, retirement, investment and personal finance workshops as part of our Work-site Financial-Ed (WFE) services.

    Jon works primarily as a ‘fee-based’ investment advisor and is responsible for all aspects of our clients’ financial planning and portfolio management services.

    Growing up in Philadelphia and putting himself through college, the American values of hard work, loyalty and integrity were ingrained in Jon from an early age. Ulin & Co. is rooted in these values by striving to provide exceptional service and advice at every step. Jon has helped guide many boomer and retired clients and their families through bull and bear markets as well as through major life events to help them pursue their financial goals and independence with confidence.

    Jon leads a very active and healthy lifestyle and enjoys golf, running and circuit training. He resides in Boca Raton, Florida with his wife, Erin, daughter Skylar and Benjamin, their Boston Terrier.

    Professional Associations and affiliations

    -CFP® Professional: Active Status
    -Financial Planning Association – Planner Search (FPA)
    -Human Resource Association of Palm Beach County (HRPBC)
    -Society for Human Resource Management (SHRM)
    -Boca Raton Historical Society (BRHS)
    -Temple Alumni Association (TU)
    -IBM South Florida Alumni Association

    *Securities registrations: Series 7 & Series 66 held through IFP Securities, LLC
    *Life & Health Insurance Licensed

    How Jon Benefits You

    Jon provides strategic direction for the firm and is the public face of Ulin & Co. Wealth Management. He is responsible for all aspects of our clients’ portfolio management and financial planning services. As a business owner and entrepreneur, Jon is committed to innovation, market research, cutting edge technology, ongoing learning and creating life-long client relationships.

    Community & News

    Mr. Ulin creates and runs educational events through our Worksite Financial Ed programs, publishes a weekly newsletter “Gain A Wealth of Insight®” and produced the Mastering Your Wealth® morning radio show. Jon is frequently interviewed by national news outlets and has been quoted by CNBC, US News & World Report, Investment News, NY Post, Money, Time, Bloomberg, USA Today, MarketWatch, Barrons, The Street, Washington Post, MSN and the Wall Street Journal. Visit our media center.

  • Jakub Novak

    Manager, Client Services, IFP   

    With more than 7 years of progressive experience supporting financial investment operations and client servicing areas, we are delighted to have Jakub assist with our dedicated support to clients. He has a BA in Finance...

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    Jakub Novak

    Manager, Client Services, IFP   


    With more than 7 years of progressive experience supporting financial investment operations and client servicing areas, we are delighted to have Jakub assist with our dedicated support to clients. He has a BA in Finance from the University of Florida.

    Jakub’s responsibilities include managing Independent Financial Partners client services team, while working directly with our firm’s clients, advisors and broker-dealer custodians to help facilitate our work at all levels in a transparent and effective manner.

     *Mr. Novak is an employee of Independent Financial Partners & not affiliated with Ulin & Co Wealth Management.

  • Joyce Robinson

    Branch Operations

    Joyce brings 25+ years of experience in administration, operations, finance, management and customer service skills to Ulin & Co. She has worked several jobs from Mahoney Cohen Accounting and Champion Computer (IBM...

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    Joyce Robinson

    Branch Operations


    Joyce brings 25+ years of experience in administration, operations, finance, management and customer service skills to Ulin & Co. She has worked several jobs from Mahoney Cohen Accounting and Champion Computer (IBM affiliate) to coordinating operations, payroll and HR for companies with 100+ employees.

    Joyce’s responsibilities include managing branch bookkeeping, reconciliations, payroll and other operational responsibilities.

     

  • Aaron Gillman, CFP®, CFA

    Chief Investment Officer

    Aaron serves as the Chief Investment Officer for Independent Financial Partners and is President of IFP Wealth Management. As the head of the IFP Investment Advisory Committee, Aaron leads the IFP research team in...

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    Aaron Gillman, CFP®, CFA

    Chief Investment Officer


    Aaron serves as the Chief Investment Officer for Independent Financial Partners and is President of IFP Wealth Management. As the head of the IFP Investment Advisory Committee, Aaron leads the IFP research team in conducting ongoing analytical economic, market and investment research and due diligence, along with providing sophisticated portfolio construction and management resources for financial advisors and their clients. Aaron earned his Bachelor’s degree in Finance from the University of Florida. *Not an employee of Ulin & Co. Wealth Management

     

  • William Hamm, CFP®, CFA, CLU

    CEO of IFP

    Bill is CEO and founder of Independent Financial Partners (IFP). Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the...

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    William Hamm, CFP®, CFA, CLU

    CEO of IFP


    Bill is CEO and founder of Independent Financial Partners (IFP). Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation.

    Growing from 10 advisors in 2000 to over 500 nationwide by 2018, what has most significantly contributed to this growth is Bill’s philosophy that the advisor comes first, and you can see this focus weaved into the entire fabric of the IFP value proposition.

    Bill holds a bachelor’s degree in Economics from the University of Florida (UF) and earned his master’s in Financial Services from the American College in Pennsylvania. He also holds a Bachelor’s degree in Business Administration with majors in Accounting and Finance from the University of South Florida. *Not an employee of Ulin & Co. Wealth Management

Ready to take the next step? Contact us to get started today!