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.
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