Gary L. Ulrich, Jr., CFP®

Gary L. Ulrich, Jr., CFP®

Director, The Financial House

Registered Representative, Lincoln Financial Securities

Gary is a Certified Financial Planner® Professional who helps his clients become financially proactive and achieve the best life possible with the money they have, while also offering them ways designed to grow their money. Gary holds a Bachelor of Science degree in Financial Planning and a Bachelor of Science degree in Economics from the University of Delaware. He is one of the first graduates of the financial planning curriculum at the University of Delaware, pioneering the program. Since entering the financial services industry in 2014, he has gained experience in multiple areas of the industry and is a registered representative with Lincoln Financial Securities. Gary specializes with clients in a transitional phase of life.  Many of these transitions include retirement and succession planning, cash flow analysis, insurance planning, and planning for a child’s education.

Gary is a past-president of the Hockessin-Greenville Chapter of Rotary International, an active member and past-president of BNI Millcreek, the Delaware chapter of the Society of Financial Service Professionals, NAIFA Delaware, and the Financial Planning Association of the Philadelphia Tri-State Area. He particularly enjoys helping the students at the University of Delaware learn financial literacy as they transition into their careers. Gary also serves on the Board of Directors of SmartDrive, a foundation established to reduce loss of life and property in senseless motor vehicle crashes through intensive and interactive defensive driving skill development. Gary is also an active board member with The University of Delaware's New Castle County Alumni Association, where he is the Young Alumni Chair.

Gary lives in Wilmington, Delaware with his dog, Buddy.

Phone (302) 654-5451 Ext. 138