- Certified Financial Planner (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Retirement Income Certified Professional (RICP®)
- FINRA Series 7, 63 & 65
- 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 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 never take lightly the responsibility and the privilege of being able to help our clients, as well as their career-focused children, prepare for and thrive in retirement. As a life-long learner, I enjoy being able to educate others in areas and maintaining consistent communication. By preparing for any potential challenges in retirement, Tomren Wealth Management strives to build a strong foundation and find solutions for our clients, while adapting to evolving goals and objectives within this complex financial planning world.
I am fortunate enough to live in the East Bay with my beautiful wife, Hong, as we plan our lives together. When not in the office, I love to stay active, whether that be on the golf course with friends or traveling to new destinations around the world.
Brian Sullivan is a Financial Planner with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.