What departments does Tomren Wealth Management have?

Tomren Wealth Management has employees across 2 departments including Operations, Finance.

What is the largest department at Tomren Wealth Management?

The largest department at Tomren Wealth Management is Finance with 2 employees.

Where are Tomren Wealth Management employees located globally?

Tomren Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Tomren Wealth Management's team size changed over time?

Tomren Wealth Management's team has decreased from approximately 12 to 11 employees based on available data.

Tomren Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

At Tomren Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm.

We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. When we first get to know each other, we'll ask you many questions to learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are. 

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

All Financial Advisors of Tomren Wealth Management are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. sipc.org

Tomren Wealth Management, 12667 Alcosta Blvd., Suite 355, San Ramon, CA 94583.

Find Tomren Wealth Management employees' phone numbers or email addresses

Tomren Wealth Management Global Highlights

North America
15

United States Of America
15

Tomren Wealth Management's Leadership

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

Tomren Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Tomren Wealth Management

Name

Title

Contact Info

Location

Last Update

A. J.
Chief Operating Officer At Tomren Wealth Management
Mobile Phone
Email
Bay
Oct 24, 2025
B. S.
Financial Planner
Mobile Phone
Email
Bay
Jan 28, 2026
M. O.
Certified Financial Planner Practitioner At Tomren Wealth Management
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Tomren Wealth Management known for?

Tomren Wealth Management was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 12667 Alcosta Boulevard Suite 355 San Ramon, California 94583 United States. Explore Tomren Wealth Management's company overview page for more information.

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

Tomren Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tomren Wealth Management email formats with LeadIQ.

How many employees does Tomren Wealth Management have currently?

Tomren Wealth Management has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 2026, Tomren 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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