Fresno, CA Office

Richard Nilmeier Sr. is a financial advisor with United Planners Financial Services of America, holding over 52 years of industry experience. He has worked with United Planners since 2010 and has prior experience at Rice Brown Financial Services and his own Nilmeier Financial & Insurance Services and Nilmeier Insurance Services, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

John Nilmeier is a CFP® professional with 21 years of experience in financial services. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles at Rice Brown Financial Services and Nilmeier Insurance Services Inc. Since 2014, he has served as a trustee and national committee person for NAIFA CA and is a board member of the Dean's Advisory Council. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering a range of financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors.

Nichola Peacock is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her work history includes roles at Principal Securities, New York Life, and Eagle Strategies. She is also active as the local affiliate chair for NAIFA in Fresno, CA. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and more than 30,000 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients, delivering advisory services primarily through independent Investment Adviser Representatives using a mix of custodians and third-party money managers.