Experience

Ford Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• CEO and Wealth Manager

  • Jan 2019 - Present

• Managing Partner and Financial Advisor

  • Jan 2019 - Present

• Wealth Manager

  • Apr 2006 - Present

  Ford Financial Group serves over 1,200 clients nationwide with many concentrated across Central California. The firm offers comprehensive retirement planning, estate planning, investment research, client portfolio management and financial planning services. The firm’s clients benefit from the leadership of Carole Ford, MS, CFP®, Ryan Louie., CFP® and a deeply talented senior management team. The firm’s salaried employees are not tied to quotas or the use of proprietary products. As a result… Show more Ford Financial Group serves over 1,200 clients nationwide with many concentrated across Central California. The firm offers comprehensive retirement planning, estate planning, investment research, client portfolio management and financial planning services. The firm’s clients benefit from the leadership of Carole Ford, MS, CFP®, Ryan Louie., CFP® and a deeply talented senior management team. The firm’s salaried employees are not tied to quotas or the use of proprietary products. As a result, the firm’s goal is to provide all clients with total financial security and confidence. Since the firm’s inception in 1992, Ford Financial Group has experienced steady growth and services over $350 million in brokerage and advisory assets as of January 2, 2017. LPL Financial (NASDAQ: LPLA), the firm’s business model delivers the strength, experience and resources of a larger national firm with the personalized service and attention typically found in smaller boutique firms. Ryan Louie is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.fordfg.com.