Andrew Ulrich

Andrew joined Fourth Dimension Wealth in 2022 to help serve clients through Financial Planning. He is a CERTIFIED FINANCIAL PROFESSIONAL® and understands that everyone has their own financial goals. It could be understanding their company stock options, navigating the tax canyon in retirement, or even building multigenerational wealth. No matter the situation, Andrew can help to illustrate the choices and enable clients to make more informed decisions.

Graduating from John Caroll University, Andrew studied finance and economics. When not in the office, you will usually find him either at a baseball game or training for his next 5k race. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.