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Gary L. Ulrich, Jr. CFP®

Gary L. Ulrich, Jr. CFP®

Director

Registered Representative, Lincoln Financial Securities

I joined The Financial House in 2015 after receiving my Bachelor of Science in both Financial Planning and Economics from the University of Delaware. I also hold the Certified Financial Planner (CFP®) designation and am a registered representative of Lincoln Financial Securities corporation.

I knew from a very young age that I wanted to be in the financial services industry because investing and observing the markets fascinated me. I also had a desire to help those around me as I watched people benefit from making unbiased money decisions. These were the catalysts that drew me to financial planning and to help start the financial planning program that’s now offered at the University of Delaware.

My favorite part about my job is learning about my clients and getting to know them personally. I love being able to learn what truly matters to them and then modeling their financial plan around it. It’s amazing to see a client’s goal come to fruition by helping them plan for it. I assist my clients through transitional phases of life - planning for now and for future, so that they have a feeling of security and a comprehensive understanding of their finances.

If I’m not at the office or visiting clients, you will find me at home in Fair Hill, MD playing with my two Cocker Spaniels, Buddy and Luca, or out traveling with them to see family and friends. I love to go on adventures with them and experience what the world has to offer. I’m a coffee lover so if I’m not home or with my dogs, more than likely, I’m at a coffee shop or trying different coffee beverages. If you have any suggestions for trips or new types of coffee that I am not aware of, please share!