Michael Tomren, CF2

About Michael Tomren

Tomren & Sullivan Wealth Management is a boutique firm by design. We work with a select number of client families - people we actually know, whose goals and concerns we understand deeply. That's not a limitation; it's a commitment to the kind of relationship-driven advice that makes a real difference when the decisions are big.

What we focus on: retirement income planning, IRA and Roth conversion strategy, tax-efficient distribution planning, RSU planning and highly concentrated stock positions, and comprehensive wealth management for high-net-worth individuals and families in the San Ramon and greater Bay Area.

If you're within five years of retirement and want a second set of eyes on your plan, the conversation starts here.


Michael Tomren (CA Insurance Lic. #0C98855) is a Financial Planner with, and Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.