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Michael Tomren

Tomren & Sullivan Wealth Management

 

Member profile details

 

Preferred Contact Information

First name
Michael
Last name
Tomren
Designation(s)
MS, CFP, AIF, CEPA
Company
Tomren & Sullivan Wealth Management
Position/Title
Partner
Phone
9258301700
 

Member Profile

Website or Linkedin Page
https://www.tomrensullivan.com/
Membership Category
  • Financial Planner
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Special designation or specialization
Financial Planning www.tomrensullivan.com
How many years in current profession (# years)
29 years
Specifically, what is your role in estate planning or percentage of estate planning part of your pra
I encourage clients to seek Estate Planning counsel and will refer where needed.

TEL: (925) 778-1165     EMAIL: TriValleyEPC@gmail.com  

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