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.