Dorothy Wilcox

Certified Associate Project Manager (CAPM)
Certified Shorthand Reporter CA CSR License #13531
A.S. in Court Reporting, Indian Valley College, Marin County, CA

Born and raised in Walnut Creek, I have raised my four children here in the Bay Area. I live in San Ramon and enjoy spending time in the communities surrounding Mt. Diablo, walking the trails of the nearby redwoods of Tilden Park, or taking a drive over to San Francisco to go to the beach. We are very blessed to have so many options nearby to experience the beauty of California.
I worked as a deposition reporter in San Francisco for seven years. However, I am no stranger to finance as I have since worked 10+ years as a Documentation Specialist with a finance company processing auto loans for the disabled. Over these last two years of Covid, during that fast-paced and changing economic environment, I worked in banking processing PPP SBA loans.

I am now happy to call myself Client Operations Specialist for Tomren Wealth Management. I love working with the team and our clients, being a part of helping people assure their financial independence in retirement. I find the tried-and-true process of saving and investing is how to get to that goal. I am soon to have a third grandchild, and I am continually learning about investing and financial planning toward my own retirement one day. I am impressed daily by the advisors’ knowledge while working here at Tomren Wealth Management and proud to work in Operations.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.