Brian Ullmann, J.D., Cfp®, Aif®

Brian Ullmann, J.D., Cfp®, Aif® Email and Phone Number

Managing Partner @ Ford Financial Group | CFP, AIF, JD @ Ford Financial Group
Brian Ullmann, J.D., Cfp®, Aif®'s Location
Fresno, California, United States, United States
Brian Ullmann, J.D., Cfp®, Aif®'s Contact Details

Brian Ullmann, J.D., Cfp®, Aif® work email

Brian Ullmann, J.D., Cfp®, Aif® personal email

Brian Ullmann, J.D., Cfp®, Aif® phone numbers

About Brian Ullmann, J.D., Cfp®, Aif®

I am a financial consultant in Fresno, and I work with clients in implementing their financial plans and in the ongoing review and management of their investment portfolios. Before joining Ford Financial Group, I was an attorney for one of Fresno’s top legal firms. I work closely with area attorneys, accountants and other professionals to provide clients with comprehensive financial planning services. I am a member of the Financial Planning Association of Central California, and I have served on the Executive Committee and Board of Directors for the Fresno County Bar Association. I am also a Past-President of the Fresno County Young Lawyers Assocation, and currently a member of the Fresno County Bar Association and the California Bar Association. In my spare time I also serve as a member of the Saint Agnes Men's Club, a charitable organization supporting Saint Agnes Medical Center and the Holy Cross Center for Women. I hold a Political Science degree from the University of California, Santa Barbara and a Juris Doctor from the University of the Pacific, McGeorge School of Law, as well as securities registrations Series 7 with LPL Financial and Series 66 with LPL and Ford Financial Group, and a California Insurance License. I am also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.Brian J. Ullmann is a Registered Representative with, and securities are offered through LPL Financial, Member FINRA/SIPC, for hyperlinks to FINRA and SIPC, please refer to "contact and personal info" section above. CA INSURANCE LIC. #0G64721. Investment advice offered through Perennial Investment Advisors, a registered investment advisor. Ford Financial Group and Perennial Investment Advisors are separate entities from LPL Financial. Ford Financial Group, Perennial Investment Advisors, and LPL Financial do not provide tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Brian Ullmann, J.D., Cfp®, Aif®'s Current Company Details
Ford Financial Group

Ford Financial Group

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Managing Partner @ Ford Financial Group | CFP, AIF, JD
Brian Ullmann, J.D., Cfp®, Aif® Work Experience Details
  • Ford Financial Group
    Managing Partner
    Ford Financial Group Jan 2019 - Present
    Fresno, California, Us
  • Ford Financial Group
    Financial Advisor
    Ford Financial Group Jan 2008 - Present
    Fresno, California, Us
  • Baker Manock & Jensen
    Attorney
    Baker Manock & Jensen Jan 2006 - Dec 2007
    Fresno, California, Us

Brian Ullmann, J.D., Cfp®, Aif® Skills

Wealth Management Investment Strategies Retirement Planning Estate Planning Securities Financial Advisory Portfolio Management Finance Leadership Financial Planners Asset Management Asset Allocation Mutual Funds Etfs Investment Advisory Series 7 Insurance 401k Employee Benefits Retirement

Brian Ullmann, J.D., Cfp®, Aif® Education Details

  • University Of The Pacific - Mcgeorge School Of Law
    University Of The Pacific - Mcgeorge School Of Law
    Law And Advocacy
  • Uc Santa Barbara
    Uc Santa Barbara
    Political Science
  • Clovis West High School
    Clovis West High School

Frequently Asked Questions about Brian Ullmann, J.D., Cfp®, Aif®

What company does Brian Ullmann, J.D., Cfp®, Aif® work for?

Brian Ullmann, J.D., Cfp®, Aif® works for Ford Financial Group

What is Brian Ullmann, J.D., Cfp®, Aif®'s role at the current company?

Brian Ullmann, J.D., Cfp®, Aif®'s current role is Managing Partner @ Ford Financial Group | CFP, AIF, JD.

What is Brian Ullmann, J.D., Cfp®, Aif®'s email address?

Brian Ullmann, J.D., Cfp®, Aif®'s email address is br****@****ail.com

What is Brian Ullmann, J.D., Cfp®, Aif®'s direct phone number?

Brian Ullmann, J.D., Cfp®, Aif®'s direct phone number is (559) 449*****

What schools did Brian Ullmann, J.D., Cfp®, Aif® attend?

Brian Ullmann, J.D., Cfp®, Aif® attended University Of The Pacific - Mcgeorge School Of Law, Uc Santa Barbara, Clovis West High School.

What are some of Brian Ullmann, J.D., Cfp®, Aif®'s interests?

Brian Ullmann, J.D., Cfp®, Aif® has interest in Watching Fresno State Football, Hiking, Camping, Golf, Health.

What skills is Brian Ullmann, J.D., Cfp®, Aif® known for?

Brian Ullmann, J.D., Cfp®, Aif® has skills like Wealth Management, Investment Strategies, Retirement Planning, Estate Planning, Securities, Financial Advisory, Portfolio Management, Finance, Leadership, Financial Planners, Asset Management, Asset Allocation.

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