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. For over two decades he has worked over the years with many Fortune 500 regional high-tech locations such as IBM, Sprint and Microsoft, as well as with small businesses and municipalities to provide turn-key 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 family.
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
-Congregation B’nai Israel (Boca Raton)
*Securities registrations: 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.