What can we help you find?
Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

Brent Ulreich, CFP®, ChFEBC℠

Financial Advisor

Brent Ulreich, CFP®, ChFEBC℠

Financial Advisor

Location: North Hills
Phone: (724) 940-0990 x 1694

Brent is a Financial Advisor with Hefren-Tillotson and a career employee since graduating from Grove City College.  

He started his career in the firm’s Financial Planning Department where he gained a vast working knowledge of Hefren Tillotson’s MASTERPLAN approach. As a Senior Financial Planner working with the firm’s advisors and clients, he also earned the CERTIFIED FINANCIAL PLANNER™ designation. The experience gives him a unique and comprehensive understanding of the many complexities his clients face. Brent later obtained the Chartered Federal Employee Benefit Consultant℠ certification, bringing a new level of expertise to his Federal Employee clients.    

Ready to take the first step toward your financial future?
Send Brent a Message

In addition to his role as a client advisor, Brent is also a producer for Hefren-Tillotson’s weekly radio program, “Your Money & You.”   

Brent has a Bachelor of Science degree in Finance, is a CFP® Practitioner, ChFEBC℠ Practitioner, an Investment Advisor Representative, a Registered Representative and a Licensed Agent for Life, Accident, and Health Insurance. 

Brent thoroughly enjoys his work and interacting with clients. He also likes spending time with family, the great outdoors, as well as being involved in his community. Brent currently lives in the North Hills of Pittsburgh with his beautiful wife Kate, son Beau and Golden Retrievers Opie and Scout. 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Federal Seminars and ChFEBC, Inc. owns the symbol marks ChFEBC, Chartered Federal Employee Benefits Consultant and ChFEBC, logo. in the U.S., which it awards to individuals who successfully complete Federal Seminars and ChFEBC, Inc initial and ongoing certification requirements.

Click the background of this investment professional on FINRA's BrokerCheck.

Brent's Upcoming Seminars

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.