Michael Tomren, CFP

I help Bay Area professionals and families build a retirement they can count on – particularly those transitioning out of careers at the region’s leading tech companies, as well as longtime employees of major Bay Area utilities like AT&T, PG&E, and Chevron.

My credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations, along with a Master of Science in Advanced Financial Planning. Membership in Ed Slott’s Master Elite IRA Advisor Group – the highest tier of membership – rounds out a background built specifically for the complex decisions that come with a successful career: when to convert, how much, and how to keep more of what you’ve earned.

Tomren & Sullivan Wealth Management is a boutique firm by design. We work with a select number of client families – people we actually know, whose goals and concerns we understand deeply. That’s not a limitation; it’s a commitment to the kind of relationship-driven advice that makes a real difference when the decisions are big.

What we focus on: retirement income planning, IRA and Roth conversion strategy, tax-efficient distribution planning, RSU planning and highly concentrated stock positions, and comprehensive wealth management for high-net-worth individuals and families in the San Ramon, Danville, and greater Bay Area.

If you’re within five years of retirement and want a second set of eyes on your plan, the conversation starts here.

Michael Tomren (CA Insurance Lic. #0C98855) is a Financial Planner with, and Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.