Ken Ulrich

Kenneth A. Ulrich, CFP®, is a Private Wealth Advisor who advises high net worth clients and qualified retirement plans on their overall financial planning strategy. Ken’s clients come from all walks of life - successful professionals, business owners, executives, retirees and other high net worth investors. 

Ken worked in Real Estate Sales prior to his entry into the financial planning field in 1981. Through the years, he has maintained his licensing as a Real Estate Broker. He earned the CERTIFIED FINANCIAL PLANNER^TM (CFP®) Professional certification from the College for Financial Planning in Denver, Colorado in 1987.  In addition, Ken holds FINRA Series #’s 6, 7, 22, and 24 registrations and is a Licensed Life and Health Insurance Agent. He has a Bachelors Degree in Business Administration with a concentration of study in Accounting from S.U.N.Y @ Fredonia.

Ken has become particularly well known throughout the financial services industry for his knowledge and understanding of financial planning as well as the determinants toward financial success. He frequently serves as an instructor providing continuing professional education for Attorneys and Accountants. He also has regularly served on various advisory boards with every firm he has been affiliated with throughout his career. In addition, he has successfully developed and managed multiple businesses during his lifetime.

While Ken focuses on retirement planning, he also provides several specialized services such as tax reduction strategies, qualified retirement plan advice as well as estate and eldercare planning.  Ken’s vast experience spans over more than three decades during which he has experienced several market and business cycles.  This experience enables him to coordinate both wisdom and maturity into a sensible, intelligent approach in financial planning toward his client’s financial goals.

Ken enjoys spending time with his family which includes his wife Krista and his four children. His personal interests also include most outside activities including biking, motorcycling, jet skiing, snow skiing, fishing and hunting. His charitable endeavors have included service on several advisory boards and most recently has involved a focus on community- based efforts to reduce substance abuse among teens.