Ulrike Bittenbinder, CFP^®

Owner

Sapphire Wealth Consulting, Inc.

125 Sawbill Palm DR
Ponte Vedra Beach, FL 32082

FINANCIAL ADVISOR'S WEBSITE

www.sapphirewealth.net

(904) 728-2769

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee only adviser. Portfolio Management fee is flat 1%; Comprehensive financial plan fee ranges between $500 - $1,000. Business Retirement consultation is $5,000, negotiable based on the plan. Your first meeting with us is complementary.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

General

Ulrike Bittenbinder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sapphire Wealth Consulting, Inc. in Ponte Vedra Beach, FL and the surrounding communities.

Financial Advisor Experience

Ulrike (Uli) Bittenbinder is the founder and owner of Sapphire Wealth Consulting, Inc. Uli is a Certified Financial Planner™ practitioner as well as a Certified Private Wealth Advisor® professional. She holds an MBA degree with a Finance concentration from the University of North Florida. Uli began her career in the financial industry ten years ago working for Legacy Trust Family Wealth Offices. During her time at Legacy she held multiple titles including Director of Wealth Management. In addition to managing 300 million dollars in assets for high net-worth clients, she was also responsible for Legacy’s corporate financial functions. Her most recent responsibilities as Client Advocate at Advent Software, included daily client relationship management and software training for Wealth Management Companies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CPWA^®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Women's Finances