Who Is The Firm?

Ulivi Wealth Management is strictly a fee-only financial planning and investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No finder’s fees or commissions in any form are accepted.

The firm was founded in 1995 and is 100% owned by Professor Ulivi, Ph.D. From 1981 to 1995 he worked as a registered representative for two New York Stock Exchange listed companies, offering a full range of financial products and services. Since 1981, he has also held the position of professor of finance at the California State University.

Professor Ulivi has over 30 years experience as a personal financial advisor. He is a fiscally conservative individual, who believes in responsible financial management. He believes that to create and maintain wealth, one must:

•  Save throughout life
•  Take prudent risks
•  Understand the risks you take before making an investment
•  Focus on positive cash flow more than rate of return, especially during retirement
•  Never make any financial decisions without first understanding their tax consequences
•  Enrich one’s marriage to avoid the financial consequences of divorce.