Brian J. Ullmann,  CFP<sup>&reg;</sup> - Financial Advisor

Brian J. Ullmann, CFP®

J.D.,

Wealth Manager

Ford Financial Group

5260 North Palm Avenue, Ste 221
Fresno, CA 93704
FINANCIAL ADVISOR'S WEBSITE
(855) 449-8669
(559) 449-8690

General

Brian Ullmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ford Financial Group in Fresno, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - Certified Divorce Financial Analyst (CDFA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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