Jonathan Ullman
Montis Financial
Financial Advisor
Jonathan Ullman
Montis Financial
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonathan Ullman
Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country
Meet Jonathan Ullman
Jonathan Ullman is a fee-only financial advisor at Montis Financial, located in Waltham, MA
Jonathan Ullman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Professional Designations & Affiliations
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Jonathan Ullman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is the country’s 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 Jonathan Ullman
Office Locations:
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230 3rd Ave
Waltham, MA 02451