Lori Ulm started her financial planning career 25 years ago in the Boston area developing her experience as a Junior Planner to a CERTIFIED FINANCIAL PLANNER™ Practioner. Working closely with individual and business owners, she assists them in achieving their dreams and goals through a trusting, tough love, lifelong relationship that's built on integrity and loyalty. Lori's upbringing had a huge impact on her career success. Being raised in a single parent household provided Lori at an early age an understanding of the value of a dollar. This understanding led to a passion for investing, saving and personal finance. With each client, she works beside them as a coach, partner, mentor and friend helping them clarify and prioritize their desires, needs and goals. She recommends a plan of action and then assists her clients with the implementation and monitoring of the plan.
She received her Bachelors degree in Finance from Northeastern University in Boston, Massachusetts.
Contact Details
- Prosper Mortgage Services
- Teagues 222, Holtye Rd
East Grinstead, West Sussex
RH19 3EY
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