Testimonials

“We’ve worked with Michael since 2010 and value his thoughtful, holistic approach to financial planning. He focuses on the full picture—retirement planning, tax planning, investments, long-term health, estate considerations, and major life decisions—while maintaining clear communication and impeccable follow-through. His guidance is educational, patient, and always client-centered.”

Gary and Cindy – San Ramon, CA 12/22/2025

I have been a client of Michael Tomren/Tomren Wealth Management for over 15 years. I have found that they are extremely professional, respectful, and genuinely wonderful to work with. Throughout several unique and complex life events, they provided thoughtful guidance and clear, well-considered advice that helped me navigate each situation with confidence. Their expertise, responsiveness, and commitment to my best interests truly set them apart. I am very grateful for their support and would not hesitate to recommend them to anyone seeking trusted financial guidance.

Mike F. – Sonora, CA 12/22/2025

Working with Michael Tomren has been one of the best decisions I’ve ever made. From day one, he approached my goals with genuine care, patience, and a level of expertise that immediately put me at ease. He takes the time to listen—not just to the numbers, but to what matters most in my life—and turned that understanding into a thoughtful, realistic, and empowering financial plan. What sets him apart is the heart behind everything he does. He and his staff never make me feel rushed or overwhelmed; instead, they break things down clearly, celebrate every milestone with me, and offer steady reassurance during times of uncertainty. It’s rare to find someone who is both highly knowledgeable and truly empathetic, but they embody that balance perfectly.

Because of Michael’s guidance, I feel more confident, more informed, and genuinely excited about my financial future. I’m deeply grateful for his integrity, professionalism, and unwavering support. If you’re looking for someone who will treat your goals as if they were their own, I can’t recommend Michael and his team highly enough.

C & P – Stockton, CA 12/19/2025

About Tomren & Associates, where do I begin? We first met Michael over 20 years ago when my wife retired from AT&T. We researched financial advisors for not only my wife’s 401K and lump sum pension buyout but me for my 457 Retirement Pension as well. We have trusted his advice, friendship and guidance in the investment market ever since.

Having been a CFO for a large Fire/Police Health Plan Trust Fund for these last 20 years, I have appreciated our relationship. Michael has always given thought to my questions and recommendations along with his strategic and tactical financial moves.

We highly recommend Michael Tomren for anyone’s Investment and Financial needs.

Dennis – Sacramento, CA 12/12/2025

I would like to recognize everyone in the office for making me feel valued as a client and even as a friend. I do not see everyone on each visit, but I am treated the same by everyone present during each visit. I usually schedule office appointments simply so that I can come in to see all the smiling faces. Thank You.

Bob – Dublin, CA 11/10/2025

I’ve been working with Mike and his team for several years. They are a team of professionals at every level. My investments have not been cookie-cutter but have me and my best interests in mind with positive outcomes. Mike keeps me informed through quarterly meetings. He and his team are people I trust. So far, so very good!

Debra M. – Oakland, CA 11/21/2025

Michael Tomren has been our financial advisor for over 20 years. He and his entire office are professional, reliable, and always go above and beyond to ensure customer satisfaction. We highly recommend both Michael and his team for investment strategies and advice.

Lorraine – Spokane, WA 11/26/2025

Michael Tomren and Team are the epitome of what you want in a financial planner. They are dedicated to each client, work seamless together, are professional, extremely knowledgeable, and personable. Michael and all his staff take the time to get to know you as a person, understand your financials and goals, and they treat you like family.

Tomren Wealth keeps clients up to date via emails on all aspects of overall finance and market trends with informative emails and videos. Michael also takes the time to meet with each client multiple times throughout the year with an easy scheduling for in-person meetings, phone calls, or video appointments. Tomren Wealth is always so welcoming to answer questions via phone calls or email. Michael shares his wealth of financial knowledge without pressure and is willing to make it understandable for even a novice like myself. I personally feel very blessed after meeting with a few other financial planners that I came across Michael and his team. As a long-standing client I can definitely say, I made the absolute right choice with Tomren Wealth.

Cheryl – Livermore, CA 12/1/2025

My husband retired in 2014 with Tomren Wealth the whole team made us both feel comfortable and special. When my time to retire came in 2017, they helped us with that too. We have been happy and look forward to continuing our financial journey with Tomren Wealth.

Maria – Hayward, CA 12/8/2025

I have known Michael Tomren since I was offered early retirement from AT&T at the end of 2013. He and his staff have demonstrated professionalism, financial expertise, and a commitment to integrity each time I communicate with them. They understand financial planning, investment strategy, and long-term portfolio management. They explain these concepts clearly to help me better understand the details of my portfolio and the current financial environment.

Chris – San Francisco, CA 12/10/2025

I’ve been a client of Tomren Wealth Management for over twelve years, retired over 11. Michael Tomren is everything I want in financial wealth manager. He is affable, knowledgeable, educated, personable, and a great communicator. He and I keep in touch by phone, by email, or in person. He is readily available to listen and answer questions and take care of my needs. He goes above and beyond to analyze my portfolio and ensure my investments are properly managed and secured.

MJ – Vacaville, CA 12/10/2025

During the last five years of my working career, I spent many an evening and lunch hour going to presentations for financial service companies. Many of them large, and very well-known. None of them offered what Michael did and within 10 minutes of listening to him I knew that he, and his team, would be the right choice for me. Tomren Wealth Management offers very responsive and personal service. I truly appreciate what they stand for which is…it’s all about me, the client. For me and my money, Tomren Wealth Management is the endgame.

Lisa – Crockett, CA 12/15/2025

I have had Tomren Wealth Management for the past 14 years. He and his team are exceptional. I highly recommend Tomren Wealth Management.

Victoria – Johnson City, TX 12/22/2025

My husband and I have been clients of Tomren Wealth Management for 10 years. Michael Tomren (Managing Partner and Financial Planner), has established a team of consummate professionals; providing retirement income planning, estate planning, tax planning, and investment planning. Prioritization of our best interest has always been, and always will be their primary focus. Time is taken to address any and all questions, with responses tailored to our individual needs. Complex topics are patiently explained so the client has a clear understanding, and steadfast confidence in their financial future. Their honesty and integrity make them true financial partners.

Linda and Bob - Vacaville, CA 12/22/2025

Sharing my appreciation towards Michael Tomren. I've been with him for investment/advisory services for many years. He is very knowledgeable with current financial situations, and supportive of my investment preferences. He and his staff are extremely responsive in servicing my needs. Michael and Staff, thank you for all you do!!!

AYL - San Francisco 12/24/2025

My husband and I have been working with Michael and his team for about 10 years and have received excellent service and support in managing our finances into retirement and beyond. He provides educational resources, is available to meet and talk through questions and his staff are professional and friendly. We feel confident recommending his services to those looking for an advisor.

Debbie and Pete - Fairfield, CA 1/28/2026

I have found Michael and his team to be highly responsive to my needs and extremely timely to my requests over the many years that my husband and I have worked with him. I am totally satisfied with the results that their management has accomplished for my portfolio.

Mary and Phil - Concord, CA 2/12/2026

If you are looking for a financial advisor, look no further than Michael Tomren and his staff. I've been with them for over 10 years now. They try to take the worry out of your financial plans and they make you feel like family. I must say I've been more than pleased with them. 

Jim - Brentwood, CA 3/2/2026

Tomren Wealth Management is an amazing company. Michael Tomren has been our financial planner for almost ten years now and we could not be happier with Michael Tomren and his staff. They sincerely care about their clients. Honesty, integrity, professional, very bright and experienced, knowledgeable, very easy to work with and a no-pressure attitude are words that describe Tomren Wealth Management.  

Lorie & Mike-Concord, CA 2/12/2026

Michael is awesome! We are really happy with Tomren Wealth. We wouldn't change a thing. 

Stephanie H - Fresno, CA 2/24/2026

I've worked with Michael as my financial planner for many years, and I appreciate his steady, down to earth approach. He explains the market and my personal financial situation in a way that's clear, practical, and easy to understand. I always feel he has my best interest at heart. He is kind, patient, and genuinely committed to helping me make informed decisions. His team is equally wonderful. Every time I call the office, the phone is answered quickly by one of the friendly team members who consistently provide exceptional customer service. They're warm, efficient, and always make me feel well cared for. I appreciate all that they do.  

Mary - Walnut Creek, CA 3/31/2026

I want to give you and your staff my personal appreciation on how accommodating you are to me every time I call your office. I do appreciate that, after all these years with your company, you have always been there, updating me with the latest information. I am very satisfied with the service your company has given me. Thank you, Michael. 

Cecilia - Las Vegas, NV 4/3/26

We are so grateful to have found Michael Tomren and the Tomren Wealth Management organization more than 15 years ago, and we can highly recommend him to anyone who is looking for the absolute best financial planner. Michael deserves high marks for creating an amazing and passionate business group of financial professionals, with a dedicated business support team. It has been our experience that we can always count on him and his organization for sound financial investing, rapid response, attention to detail, and very personalized individual care. They are a competent and trustworthy staff, who take care of you like you are part of their family, providing excellent communication and exceptional customer service. They also understand, guide and support all aspects of money management, including living expenses funds, taxes, retirement systems, social security, estate planning, and long-term health planning. We know Michael truly cares about our financial well being and have felt this since our very first meeting. He has been committed to helping our family, up to and after my husband and I retired from our careers, and even now as we continue through our retirement years. He meets with us for an annual review and will take phone calls, when needed, to make certain that our goals remain in line with the performance of our portfolio. He actively monitors the market to ensure our continued and consistent financial independence. Michael is extremely flexible and motivated to employ a variety of creative business approaches that ensure we pursue our financial goals, always conveying his strategies first to ensure our understanding and approval. We can relax and enjoy our retirement knowing that our portfolio is being professionally handled by Tomren Wealth Management. We trust Michael implicitly. Again, we sincerely value our relationship with Michael and his amazing team, feeling well cared for and secure in our future! 

Debby and Steve - Las Vegas, NV 2/3/26

I have had the privilege of working with my financial advisor, Michael Tomren and his team for over a decade, and my experience has been exceptional. Michael consistently demonstrates the highest level of professionalism, integrity, and expertise, providing thoughtful, strategic guidance tailored to my financial goals. His proactive communication and clear insights into market conditions give me great confidence in how my investments are managed. Equally impressive is his team, who are consistently courteous, responsive, and highly capable. Their attention to detail and commitment to client service reflect a standard of excellence that is truly commendable. I greatly value the longstanding relationship I have built with Michael and his team and would highly recommend them to anyone seeking knowledgeable and dedicated financial professionals. 

Carol - Oakland, CA 5/6/26

I have found Michael and his team to be highly responsive to my needs and extremely timely to my requests over the many years that my husband and I have worked with him. I am totally satisfied with the results that their management has accomplished for my portfolio.

Mary and Phil - Concord, CA 2/12/2026

I have been with Michael ever since I retired with AT&T. I appreciate you and your staff for a job well done and for always being there for me and keeping me updated. 

Beth - Sacramento, CA 4/9/26

I'd like to take the time to express my appreciation for your outstanding customer service over the years and it keeps getting better and better. All of you handle everything with professionalism and patience, and this instills a lot of confidence for us as your clients. It's clear that your company values its customers and I thank you for going above and beyond. In conclusion, I'd like to express how nice it is just to have someone answer the phone these days. Additional you make the effort to get back to us right away with whatever request is needed. Thank you again. Best, 

Vivi - Walnut Creek, CA 4/29/2026

My husband and I retired from AT&T 15 years ago. We are so glad we met Michael when we did!! We have always been able to count on Michael and his magnificent Team. They have earned our trust and respect and we look forward to working with them for many more years to come!!! Go Team Tomren!!! 

Cindy and Lonnie - Tehachapi, CA 4/9/2026