Ken Ulrich

Ken has more than 20 years of experience in the retirement plan industry. Ken is an LPL Registered Representative and Investment Advisor Representative with FINRA series 7, 63 and 65 registrations with LPL Financial. He has BS and MBA degrees from the University of Southern California and an MA from UCLA. His industry designations include Accredited Investment Fiduciary (AIF), Professional Plan Consultant (PPC), and PlanSponsor Retirement Professional (PRP). He is also a Founding Lecturer at The Retirement Advisor University at UCLA’s Anderson School of Management.

Email Address: