About Professor Ulivi, Ph.D.
How many clients do you have?
I have about two dozen ongoing client relationships as of November 2013. My goal is to double that amount and then decide what to do next. Why? I believe in balance; I like to spend time with my wife, my children and my grandchildren. In addition, I like to relax and find some time for solitude and tranquility, so I don’t necessarily want a very active practice. My father was a workaholic, and I swore early in my life that I would lead a different lifestyle.
In addition to being a financial adviser, you are a part time professor of finance at Cal State Dominguez Hills and manage your own real estate. Will you have time for new clients?
Yes, I am good at maintaining balance. When I don’t have the time to take care of clients like I feel I should, I will stop taking new business.
