Brian Sullivan

Bachelor’s in Science in Business-Finance with a Minor in Economics, Cal Poly University-San Luis Obispo

Growing up in the Bay Area, I have always been enamored by creating my own local ties. With so much excitement and diversity in the area, this sure is an energizing place to establish a strong base. My parents grew up in Michigan and strived to impart my brother and I with strong Midwest values. Hard work, respect, and dedication was expected both in academics and athletics.

Living in the East Bay until graduating high school, I then decided to further my education at Cal Poly San Luis Obispo. This was a tremendous place to spend four years (sometimes I wish I extended that stay!) as I learned a great deal amidst the extensive curriculum. Doing all this while surrounded by beaches and wine country was not so rough. When in school, having the privilege of studying abroad in Barcelona instilled my desire to travel and experience different cultures from around the globe. Following my college graduation, I was very motivated to begin my professional career. This started in a financial analyst role where I worked alongside dozens of financial advisors. However, I chose to continue my career as a financial planner at an advisory firm where I would be able to give clients more individual attention.

I deeply value the responsibility and privilege of helping our clients—and their career-focused children—prepare for and thrive in retirement. As a lifelong learner, I’m passionate about educating others and maintaining consistent, open communication. At Tomren Wealth Management, we focus on building a strong foundation by proactively addressing potential challenges in retirement. Our goal is to deliver tailored solutions while adapting to our clients’ evolving goals and objectives in today’s complex financial landscape.

I’m fortunate to call the East Bay home, where I live with my beautiful wife, Hong, as we plan our future together. We recently celebrated the arrival of our first child, our little girl, Celine, who has already brought so much joy to our lives. Outside of the office, I enjoy staying active—whether it’s hitting the golf course with friends or exploring new destinations around the globe.

Brian Sullivan is a Financial Planner with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.