Jon Ulin, CFP® is founder of Ulin & Co. Wealth Management and serves as Managing Principal of the firm. As an honors graduate of Temple University, he began his professional career in public accounting prior to the launch of the firm in 2002 through a national Broker-Dealer.
Jon incorporated and transitioned the firm to the independent SEC Registered Investment Advisor (RIA) channel in 2009 with a client-centric focus, backed by a fiduciary standard. Ulin & Co. Wealth management is an affiliate of NewEdge Advisors, LLC, RIA while partnering with both Charles Schwab and Fidelity Investments to provide clients with access to best-in-class solutions, research and technology.
As a sought-after speaker on topics related to financial education, investing, retirement, and worksite programs, Jon has worked extensively with Fortune 500 companies such as IBM, Microsoft Latin America and Sprint, numerous small business owners and municipalities. He is frequently interviewed and quoted by national media outlets, publishes a weekly newsletter with thousands of subscribers “Gain A Wealth of Insight®”, and produced the daily Mastering Your Wealth® morning radio show.
Serving as both an advocate and “personal CFO” to successful individuals, families, retirees, entrepreneurs, and business owners for over two decades in South Florida and nationwide, Jon provides clients multi-generational planning and sophisticated guidance. As a fee-based investment advisor, Jon utilizes a holistic approach to promote actions taken in the “best interest” of client’s long-term portfolio management and retirement goals.
Jon leads a very active and healthy lifestyle. He resides in Boca Raton, Florida with his wife and daughter.
Note: As a CERTIFIED FINANCIAL PLANNER™ professional—a distinction held by just over 95,000 advisors in the U.S.—Jon has met the highest standard in the financial planning industry, demonstrating advanced competency in retirement, tax, estate, and investment planning through rigorous education, a multi-year experience requirement, and a fiduciary-level ethics commitment.
Professional Associations and affiliations
-CFP® Professional: Active Status
-Financial Planning Association
-Boca Raton Historical Society
-Boca Raton Chamber of Commerce
-Temple Alumni Association
-IBM South Florida Quarter Century & Alumni Association
*Securities registrations: Series 66 held through NewEdge Advisors, LLC, a registered investment adviser.
*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.
