Who Is The Financial Advisor?

Professor Ulivi’s education led the way to his advisory career: A Bachelor’s degree in business, a Master of Business Administration (M.B.A.), and finally, a Ph.D. in business administration with a concentration in finance from The University of Arkansas, 1980. As you can see, finance is not just Professor Ulivi’s occupation, it’s his life study. He is also a tenured Professor of Finance at the California State University, Dominguez Hills; he has been teaching for more than 33 years. Because he enjoys his subject and enjoys helping people in a variety of ways, he combines his career as a university professor with his professional financial advisory practice. With Professor Ulivi’s experience as an educator, you won’t be showered with a string of technical financial terms. He knows how to explain investment options in clear language.

He started in the financial advisory business in 1981 as a result of his doctoral dissertation, which was in the area of comprehensive financial planning. In fact, an article he published in The Journal of Financial Planning in 1980 was considered a landmark contribution to the emerging field of financial planning. His research has been published in such journals as The Financial Planner, CLU Journal, and the Journal of Certified Financial Planners, among others.

Recently, he served as an expert witness in a multimillion dollar case involving the determination of an appropriate rate of return for a retiree. He has also been extensively quoted in the media, including Fortune magazine and being featured in Kiplinger’s Personal Finance magazine.

Professor Ulivi has been married for 37 years, and he became a grandfather in the fall of 2009. His three daughters have graduated from UCI and UCLA, and his son from UC Berkeley.