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Tomren & Sullivan Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Tomren Wealth Management operates in the financial services sector, providing investment management that centers on individual choice and personal goals. The firm treats investing as more than a numbers game, acknowledging the role of emotion and personal values in financial decisions. In initial meetings, the team asks extensive questions to understand clients as people and tailor portfolios accordingly.

Based in San Ramon, California, the firm operates as a small practice. All financial advisors at Tomren Wealth Management are registered representatives with LPL Financial, and securities and advisory services are offered through LPL Financial, a registered investment adviser; LPL Financial is a member of SIPC.

Find Tomren & Sullivan Wealth Management employees' phone numbers or email addresses

Tomren & Sullivan Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Tomren & Sullivan Wealth Management's Leadership

  • Chief Operating Officer At Tomren Wealth Management at Tomren & Sullivan Wealth Management
    A. J.
    Chief Operating Officer At Tomren Wealth Management
    Mobile Phone
  • Financial Planner at Tomren & Sullivan Wealth Management
    B. S.
    Financial Planner
    Mobile Phone
  • Certified Financial Planner Practitioner At Tomren Wealth Management at Tomren & Sullivan Wealth Management
    M. O.
    Certified Financial Planner Practitioner At Tomren Wealth Management
    Mobile Phone

Tomren & Sullivan Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Tomren & Sullivan Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer At Tomren Wealth Management at Tomren & Sullivan Wealth Management
    A. J.
    Chief Operating Officer At Tomren Wealth Management
    Mobile Phone
    Bay
    Apr 15, 2026
  • Financial Planner at Tomren & Sullivan Wealth Management
    B. S.
    Financial Planner
    Mobile Phone
    Bay
    Sep 02, 2026
  • Certified Financial Planner Practitioner At Tomren Wealth Management at Tomren & Sullivan Wealth Management
    M. O.
    Certified Financial Planner Practitioner At Tomren Wealth Management
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Tomren & Sullivan Wealth Management known for?

Minus sign iconPlus sign iconTomren & Sullivan Wealth Management was founded in 1997 and operates in the Financial Services industry. Explore Tomren & Sullivan Wealth Management's company overview page for more information.

What is Tomren & Sullivan Wealth Management's most common email format?

Minus sign iconPlus sign iconTomren & Sullivan Wealth Management employees' email format typically follows the pattern of First@tomrenwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Tomren & Sullivan Wealth Management email formats with LeadIQ.

How many employees does Tomren & Sullivan Wealth Management have currently?

Minus sign iconPlus sign iconTomren & Sullivan Wealth Management has approximately 11 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Tomren & Sullivan Wealth Management's key employees and leadership?

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As of September 2026, Tomren & Sullivan Wealth Management's key employees include:

  • Chief Operating Officer At Tomren Wealth Management: A. J.
  • Financial Planner: B. S.
  • Certified Financial Planner Practitioner At Tomren Wealth Management: M. O.

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