Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ryan L

CFP®, Series 63, Series 65

Fresno, CA

Perennial Financial Services

Ryan Louie is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. He has held advisory roles at Perennial Financial Services since 2023 and Ford Financial Group since 2016. Outside of his financial advisory work, Louie operates a home-based sneaker reselling business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house research team and accommodates various investment strategies and client needs through its extensive network of investment adviser representatives.

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies
user avatar
firm logo

Carole F

CFP®, Series 63

Fresno, CA

Perennial Financial Services

Carole Ford is a CFP® with 41 years of experience in the financial services industry. She is currently with Perennial Financial Services and has previously worked with Ford Financial Group, LLC and LPL Financial, LLC. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client solutions.

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies
user avatar
firm logo

Nikolaus R

CFP®, Series 66

Fresno, CA

Perennial Financial Services

Nikolaus Redmond is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Perennial Financial Services and has previously worked at Ford Financial Group and LPL Financial. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio solutions and retirement plan consulting.

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies
user avatar
firm logo

Mary C

ChFC®, Series 63, Series 65

Fresno, CA

Perennial Financial Services

Mary Collins is a financial advisor at Perennial Financial Services with 27 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Ford Financial Group, LLC and LPL Financial, LLC. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and a combination of asset classes, with a focus on discretionary management and ongoing retirement plan consulting.

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies
user avatar
firm logo

Erin R

Series 66

Fresno, CA

Perennial Financial Services

Erin Redmond is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Perennial Financial Services and has worked previously with Ford Financial Group and LPL Financial. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies
user avatar
firm logo

Eric S

CFP®, Series 66

Fresno, CA

Perennial Financial Services

Eric Simonians is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Perennial Financial Services in Fresno, CA, and has prior experience at Ford Financial Group, Inc. and LPL Financial, LLC. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities, offering discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and integrates ERISA retirement plan consulting with insurance and dually-registered representative services.

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies
user avatar
firm logo

Robert F

Series 63, Series 65

Fresno, CA

Perennial Financial Services

Robert Farmer is a financial advisor at Perennial Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he coaches the China Peak Ski Team. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Equity compensation tax strategy Tax strategies for small businesses Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")