Michael Tomren

Masters in Advanced Financial Planning (2019), Golden Gate University
Certificate in Client Psychology (2019), The Wharton School
Certificate in Personal Financial Planning (2005), University of California Berkeley
BA in Finance (1997), Eastern Washington University

As you might guess, my earliest memories of money have influenced my career choice. My father was a government employee and my mother chose to leave the workforce to raise my three younger brothers and myself. We were very fortunate to grow up this way. Where money was concerned, they could really stretch that paycheck to run the household. With all the sports, school activities, doctor visits, and a trip here and there, they accomplished quite a feat. As a result of our parent’s lessons, my brothers and I learned to respect money, to put some away for emergencies, to use some for enjoyment, and to save enough to be financially independent. From an early age, I made a firm commitment to those principles.

In college, I initially pursued a degree in civil engineering but – along the way – I was drawn to my growing interest in financial planning. I am incredibly grateful for all the circumstances that led to this change in direction because now, rather than creating bridges and buildings, I help people create and maintain financial structures. It’s not entirely different from engineering and I get to work closely with people too.

Personally, I feel I am the luckiest man on the planet and I don’t take it for granted. For example, on one particularly lucky day, I stepped onto an elevator and met a beautiful lady named Shawna. Little did I know that we would become best friends, get married, and build a life together. Now, many years later, we have three children - Jordyn, Ava, and Brannon, two grandchildren, and two spoiled Boston Terriers. In our spare time, we enjoy travel, going to a beach, and supporting our kids’ various activities.

My final point that I’d like to share is “Thank You”. Thank you for taking the time to review our website. I hope that as you explore our services and areas of expertise, you also take note of the people that make up this firm. I am honored to work with people who care deeply about our clients’ experience and put forth their best effort every day. It is incredible that our team members are so committed to kindness, taking ownership, being positive, and, simply put, putting our clients first at all times. Our favorite moments are celebrating with clients when something special happens. It could be a retirement, a grandchild’s graduation, a marriage in the family, or other memory that is precious to them. After all, this is what our firm is all about…….helping you develop the resources, the freedom, and the time to go out and make memories with the people you care about most.

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