Ford Financial Group Managing Partner | Financial Advisor Brian Ullmann

Managing Partner | Financial Advisor

Brian is a Managing Partner and a Financial Advisor with the Ford Financial Group. He works with clients to establish and implement their financial plans, and in the ongoing review of their investment portfolios. Before joining Ford Financial Group, Brian was an attorney for one of Fresno’s top legal firms. He holds a political science degree from the University of California at Santa Barbara, a Juris Doctor from the University of the Pacific, McGeorge School of Law, and holds a CERTIFIED FINANCIAL PLANNER™ designation. Brian has security registrations Series 7 held with LPL Financial and 66 held with LPL and Ford Financial Group, and a California Insurance License.

Brian is an active member of the local bar association*, and served on the Executive Committee and Board of Directors for the Fresno County Bar Association. Brian is also a member of the Financial Planning Association of Central California, and President of the Saint Agnes Men’s Club, a Fresno area charitable organization. Born and raised in Fresno, Brian loves to play tennis, golf, and spend time with his son Henry, daughter Lillian, wife Jennifer, and their two dogs.

 

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*LPL Financial and Ford Financial Group do not offer legal services.