The following questions (Q) have been answered (A) by Professor Ulivi.
“I’m about to retire and I don’t know if I’m going to make it. I don’t want to lose what I have, but I also want to make it grow. How can I maintain my financial security?”
Thus our recommendations tend to be very conservative.
- No conflict of interest
- Full disclosure of fees
- Personal track record
- Personalized advice
If you would like to make an appointment, you can reach Professor Ulivi by calling him at (714) 771-6000 or by sending him an email to [email protected]