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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

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.    

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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.

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Brent's Upcoming Seminars

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.