Kerim Tulun is a Financial Advisor at UBS, taking a consultative approach in providing personalized financial plans to a select group of successful clients that include doctors, business owners, attorneys and retirees. Kerim's philosophy is to be an objective, unbiased resource for his clients, in order to help them make smart, educated decisions with their money. His focus is to build long-term relationships based on consistent performance and regularly scheduled communication.
Successful individuals and families work with Kerim to:
- Develop and implement a comprehensive wealth management plan to help them achieve all their financial goals.
- Make confident and educated financial decisions in today's uncertain political, economic, and social environment.
- Obtain an independent second opinion from a top financial advisor team in their community.
Kerim is newly married to his wife Dominique and they just recently moved into Halesite. His interests include spending time with this family and friends, golfing, reading, fishing and maintaining a healthy lifestyle by competing in Crossfit.