- Certified Financial Planner (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Retirement Income Certified Professional (RICP®)
- FINRA Series 7, 63 & 65 held with LPL Financial
- Life and Health Insurance License
CA Insurance Lic. #OL12078
Education
Bachelor’s in Science in Business-Finance with a Minor in Economics, Cal Poly University-San Luis Obispo
Get To Know Brian
Growing up in the Bay Area, I've always been drawn to building deep local roots. Raised with Midwest values my Michigan-born parents instilled in my brother and me, hard work, respect, and dedication, I learned early that those principles matter as much as any credential.
After graduating high school in the East Bay, I went on to study at Cal Poly San Luis Obispo, where a rigorous curriculum, a study abroad experience in Barcelona, and four years surrounded by beaches and wine country shaped both my professional foundation and my love of travel and different, vibrant cultures.
I began my career as a financial analyst working alongside dozens of advisors, which gave me a broad view of the industry, and made clear that I wanted to work in a setting where I could give clients truly individual attention. That led me to Tomren Wealth Management, where I've spent my career doing exactly that. For me, financial planning is about far more than portfolios and projections, it's about understanding the full picture of someone's life, their values, their worries, and their aspirations. The most effective planning happens when there's a foundation of genuine trust, and I work hard to earn and maintain that trust with every client I serve.
I don’t take lightly the trust clients place in me. Much of my work centers around helping individuals and families, including their career-focused children, prepare for and navigate retirement with clarity and confidence. Sound financial planning isn’t a one-time event. It’s an ongoing relationship that evolves as life does. I aim to be a steady, reliable presence, someone clients can turn to not only during moments of uncertainty, but in the everyday decisions that shape their future. My goal is to help build a foundation that supports not just financial outcomes, but confidence.
Outside the office, I am grateful to share life with my beautiful wife, Hong, and our cherished daughter, Celine. Family is at the center of everything I do, and it’s what continually reinforces the importance of the work I’m fortunate to be part of. Whether it’s time on the golf course, discovering a new restaurant, or traveling with friends and family, I value experiences that bring connection, perspective, and balance.
Brian Sullivan is a Financial Planner with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.
RICP conferred by The American College.