Justin Allen – Junior Associate

Justin Allen is a Junior Associate at Ulrich Investment Consultants. Justin is responsible for client account servicing and provides support to the Firm’s Consultants, Research and Operational professionals. He also serves as an intake coordinator for financial planning services and assists in the development of financial plans for the Firm’s clients. Justin works closely with Consultants and the operations team in client onboarding, report preparation and account management. Justin graduated from Texas Tech University with a Bachelor of Science degree in Personal Financial Planning in December of 2021. He is currently studying to complete his Series 65 exam to become a licensed investment advisor representative. Justin has already completed his education requirements for the CERTIFIED FINANCIAL PLANNER™ designation and is in the process of fulfilling his experience and exam requirements. During his free time Justin likes to exercise, play golf, and on most weekends, he will spend time with friends either fishing or hunting.