Jonathan  Ullman,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan Ullman, CFP®

158 Howard St
Reading, MA 01867
(617) 851-0787

General

Jonathan Ullman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Reading, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources