Jennifer Ulmer
CFP®, EA
Ballast Point Financial Planning, LLC
Lead Financial Planner and CCO
Jennifer Ulmer
CFP®, EA
Ballast Point Financial Planning, LLC
Lead Financial Planner and CCO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennifer Ulmer, CFP®, EA
Fee-Only financial planner located in Orlando, FL, serving young professionals with equity compensation locally and across the country.
Meet Jennifer Ulmer
About Me
Driven by a desire to help young professionals make sense of their finances, my approach is to provide a judgment-free zone to talk about money and all that goes with it (because it’s never just about money). Through education and support, I strive to empower clients to feel confident and make intentional financial decisions that align with their values.
I am a native Floridian and currently reside in Oviedo, a small suburb of Orlando. In my spare time, you will find me cheering on Orlando City Soccer Club and UCF Football, and spending time outdoors enjoying all that Florida has to offer.
About Ballast Point Financial Planning
Ballast Point Financial Planning, LLC is an independent fee-only practice dedicated to helping young professionals with equity compensation achieve their financial goals. We provide comprehensive financial planning, tax preparation, and investment management all under one roof. We act as a thinking partner to help you make informed decisions that align with your values. Our physical offices are located in Burlingame, CA, and Orlando, FL, but we conduct all our meetings virtually and can work with clients across the country.
Jennifer Ulmer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jennifer Ulmer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jennifer Ulmer
Office Locations:
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450 S. Orange Ave.
3rd
Orlando, FL 32801
