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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.
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.
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.
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.
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.
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.
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.
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