Brian J. Ullmann, J.D., CFP, AIF

Services Offered

• financial planning
• investment management
• retirement planning
• wealth accumulation strategies

About

Brian J. Ullmann is a financial advisor based in Fresno, California, providing financial planning and investment guidance to local clients. As a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF), he offers a range of services including retirement planning, investment management, and wealth accumulation strategies. Brian focuses on helping individuals and families achieve their financial goals through personalized strategies and comprehensive financial advice. His practice is dedicated to serving clients who seek to build long-term wealth and navigate important financial decisions.

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