John P. Ulrich, CFP®
President & CEO
John Ulrich is the Founder and President of Ulrich Investment Consultants, an independent registered investment advisory firm based in New Mexico, Texas and Washington. With over 40 years of experience as a fiduciary financial advisor, John specializes in building personalized and objective financial guidance for a diverse range of clients, including high net worth individuals, multigenerational families, foundations and endowments, Native American governments, and institutional retirement plans such as ERISA and Taft–Hartley funds.
John began his career in investment management in 1984 and has held senior leadership roles at national and regional advisory firms. He is a CERTIFIED FINANCIAL PLANNER® professional and guides his work through his deep commitment to fiduciary standards, client advocacy, and long-term financial stewardship.
In addition to leading Ulrich Investment Consultants, John serves on the Board of Directors for Laguna Construction Company and is a member of the Investment Committee for the New Mexico State Investment Council (SIC), a $60+ billion sovereign wealth fund managing permanent endowment and reserve assets for the State of New Mexico.
Rooted in values of integrity, community service, and financial independence, John brings both personal and professional passion to every client relationship. Outside of his work as a financial consultant, he enjoys cycling, fly fishing, travel, and time with his family.