Bulman Wealth Group

Marcos Lemus is a financial advisor at Bulman Wealth Group in Roseville, CA, holding a Series 65 registration with three years of industry experience. Prior to joining Bulman Wealth Group in 2021, he worked for Spring Education, Merryhill for eight years. He is also involved in insurance sales through BWG Insurance Agency, an affiliated business of the firm. Bulman Wealth Group serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing financial planning, discretionary portfolio management, and estate-planning assistance. The firm employs a variety of investment approaches and maintains an active role in insurance distribution through licensed advisors and an affiliated insurance agency.

Taranvir Pannu is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 65 licenses and having six years of industry experience. Before joining Bulman Wealth Group in 2025, he worked at Monarch Wealth Strategies and JPMorgan Chase Bank, N.A. among other roles. Bulman Wealth Group serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing financial planning, discretionary portfolio management, and estate-planning assistance. The firm employs a range of investment approaches including fundamental and technical analysis and uses third-party managers when appropriate, with a notable focus on insurance distribution as part of its activities.

Scott Vlahon is a financial advisor with Bulman Wealth Group in Roseville, CA, holding a Series 65 designation and 10 years of industry experience. He has worked at Chris Bulman Inc. since 2021 and was previously with Retirement Wealth Advisors LLC and Bulman Wealth Group dba BWG Insurance Agency. Vlahon is also involved in insurance sales, independently selling life, disability, and long-term care insurance as well as annuities. Bulman Wealth Group serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by providing comprehensive financial planning, discretionary portfolio management, and estate-planning assistance. The firm uses a variety of investment approaches tailored to client objectives and maintains a notable active role in insurance distribution through licensed professionals and an affiliated insurance agency.

Stephanie Hernandez is a financial advisor with Bulman Wealth Group in Temecula, CA, holding a Series 65 license and two years of industry experience. She previously worked at Dubots Capital Management for four years and National Merchants Association for two years. Hernandez is also licensed as an insurance agent and is involved in insurance sales through BWG Insurance Agency. Bulman Wealth Group serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by offering comprehensive financial planning, discretionary portfolio management, and estate-planning assistance. The firm employs various analytical approaches to tailor investment portfolios and maintains an active role in insurance distribution as part of its services.

Michael Mcelmoyl is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Wells Fargo Advisors, MUFG Union Bank, and Prudential Equity Group. He is also the founder of Affluent Strategies, a virtual sales and sales leadership training business offering online programs and masterclasses. Bulman Wealth Group serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing comprehensive financial planning, discretionary portfolio management, and estate-planning assistance. The firm employs various analytical approaches to tailor portfolio allocations and maintains an active role in insurance distribution through an affiliated insurance agency.

Zane Williams is a financial advisor at Bulman Wealth Group with one year of industry experience. He holds a Series 65 designation and has prior work history that includes positions in educational institutions and country clubs. Williams is also involved in insurance sales through his role as an insurance agent. Bulman Wealth Group serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing comprehensive financial planning, discretionary portfolio management, and estate-planning assistance. The firm employs a range of analytical approaches to tailor investment portfolios and maintains an active role in insurance distribution through an affiliated insurance agency.

Christopher Bulman is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at World Equity Group, Retirement Wealth Advisors, and Wells Fargo Investments. Outside of advisory services, he manages a team focused on life insurance sales and leads an insurance agency affiliated with his firm. Bulman Wealth Group serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm provides comprehensive financial planning, discretionary portfolio management, and estate-planning assistance, combining model portfolios and third-party managers with a range of investment strategies tailored to client needs. The firm is also notable for its active role in insurance distribution through licensed professionals and an affiliated agency.