Jennifer Ulmer (CFP®, EA)

Jennifer Ulmer focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • LGBT Couples and Families
  • Millennials
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Jennifer Ulmer is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS. She holds bachelor’s degrees in psychology and finance from the University of Central Florida. Based in Orlando, Florida she is able to work virtually with young professionals across the United States.

Driven by a desire to help young professionals make sense of their finances, her approach is to provide a judgement-free zone to talk about money and all that goes with it (because it’s never just about money). Through education and support she strives to empower clients to feel confident and make intentional financial decisions that align with their values.

Additional Information

Jennifer is a native Floridian and currently resides in Oviedo, a small suburb of Orlando. In her spare time, you will find her cheering on Orlando City Soccer Club and UCF Football, and being outdoors enjoying all that Florida has to offer.

NAPFA Start Date

March 11, 2022


This Office

450 S. Orange Ave., 3rd Floor Orlando, FL 32801 Phone: (407) 765-6862