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

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.​

Listed skills include Wealth Management, Investment Strategies, Retirement Planning, Estate Planning, and 16 others.