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Sean C

CFP®, CFA®, Series 63, Series 66

Morton, WA

FIT Financial Consulting LLC

Sean Cooper is a CFP® and CFA® with 14 years of industry experience. He has been the principal advisor at FIT Financial Consulting LLC since 2014. Outside of his advisory work, Cooper is an author of the book "The Truth About Investing: Back to Basics" and co-hosts a financial podcast. FIT Financial Consulting LLC is an independent, single-advisor firm serving individual and high-net-worth clients with financial planning and portfolio management. The firm constructs diversified, ETF-focused portfolios using a combination of passive, Core-and-Satellite, and active management approaches, and offers planning engagements on an hourly, retainer, or ongoing supervisory basis.

Cash flow / budgeting Annuities Founder/Business Owner Established Professionals Mid-Career Professionals
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Kenneth U

Series 66

Morton, WA

Edward Jones

Kenneth Ulery is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as president of the Morton Chamber of Commerce and volunteers as an assistant football coach at Onalaska High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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