Michael Tomren MS, CFP®, AIF®, ChFC®

- CERTIFIED FINANCIAL PLANNER^™ Professional (CFP^®)
- Chartered Financial Consultant^® Designation (ChFC^®)
- Accredited Investment Fiduciary^® Designation (AIF^®)
- FINRA Series 7, 24, 63, and 65 Securities Licenses*
- Life and Health Insurance License

CA Insurance Lic. #OC9885

Education

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

Get To Know Michael

Over a career spanning more than 25 years, I have worked to earn the credentials and training I believe my clients deserve. I hold the CFP®, AIF®, and ChFC® designations, a Master of Science in Advanced Financial Planning from Golden Gate University, and a Certificate in Client Psychology from The Wharton School. I am also a member of Ed Slott's Elite IRA Advisor Group℠ - a distinction held by fewer than 1% of financial advisors in the United States, reflecting my commitment to staying at the forefront of IRA and retirement tax planning. These are not just letters after a name - they represent a genuine commitment to being the most knowledgeable advisor I can be for the families who trust us with their financial lives.

As you might guess, my earliest memories of money helped shape my career choice. My father was a government employee, and my mother chose to leave the workforce to raise my three younger brothers and me. We were fortunate to grow up that way, and I’m grateful for the example my parents set.

When it came to finances, they knew how to stretch a paycheck and keep a busy household running. Between sports, school activities, doctor visits, and the occasional trip, they made it all work - something I appreciate even more as an adult. Through their example, my brothers and I learned to respect money: to set aside something for emergencies, to use some for enjoyment, and to save enough to build long-term independence. Those principles stuck with me, and from an early age I made a commitment to live by them.

In college, I initially pursued a degree in civil engineering, but along the way I found myself drawn more and more to financial planning - particularly the way it combines analytical rigor with deeply human relationships. I chose to pursue that path fully, and I have never looked back. I’m thankful for the circumstances that led me to that change in direction, because today -rather than building bridges and buildings - I get to help people create and maintain strong financial structures. In many ways, it’s not so different from engineering, and I’ve always valued that this work allows me to build relationships along the way.

On a personal level, I truly feel like the luckiest man on the planet, and I don’t take it for granted. One particularly lucky day, I stepped into an elevator and met a beautiful woman named Shawna. I had no idea that we would become best friends, get married, and build a life together. Years later, we’re blessed with three children - Jordyn, Ava, and Brannon - two grandchildren, and two spoiled Boston Terriers. In our spare time, we enjoy traveling, spending time at the beach, and supporting our kids in all of their activities.

And before you go, I want to simply say thank you.

Thank you for taking the time to visit our website and learn more about Tomren Wealth Management. As you explore our services and areas of expertise, I hope you also get a sense of the people behind the firm. I’m honored to work alongside a team that cares deeply about our clients and brings their best each day - with kindness, ownership, positivity, and an unwavering commitment to putting clients first.

Some of our favorite moments are celebrating life’s milestones with the families we serve - retirements, graduations, weddings, and the meaningful moments that become lifelong memories. In the end, that’s what our firm is all about: helping you build the resources, freedom, and time to go out and make more 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.