A complete list of active advisors currently associated with Bulman Wealth Group

Warmer can help you find a great advisor at Bulman Wealth Group or one who fits your needs even better.

Bulman Wealth Group serves a mix of individual and high-net-worth clients, as well as trusts, estates, corporations and retirement plans, offering comprehensive financial planning, discretionary portfolio management and estate‑planning assistance. The firm also provides implementation support and acts as a liaison when clients are placed with third‑party managers or sub‑advisors. Investment management is delivered primarily on a discretionary basis through model portfolios and, when appropriate, through third‑party money managers or sub‑advisors; the firm invests in mutual funds, ETFs, equities and fixed income and uses a range of analytical approaches (including fundamental, technical and modern portfolio theory) to tailor allocations to clients’ objectives, liquidity needs, time horizons and risk tolerances. BWG conducts ongoing monitoring and periodic reviews and permits client‑imposed restrictions, with portfolio composition individualized across accounts even within similar risk profiles. What distinguishes the firm from many peers is its active role in insurance distribution: several financial professionals are licensed insurance agents, the firm operates an affiliated insurance agency and it maintains a field marketing relationship with an insurance distributor, with insurance sales representing a significant portion of staff activity. BWG also maintains multiple referral and revenue‑sharing relationships with third‑party managers and platform providers and discloses these arrangements and related conflicts of interest when recommending products or programs.

To learn more about the advisors currently working at Bulman Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Bulman Wealth Group's office locations.

Name	Location	Years of experience
Christopher Bulman	Roseville, CA	23
Stephanie Hernandez	Temecula, CA	2
Marcos Lemus	Roseville, CA	3
Michael Mcelmoyl	Roseville, CA	29
Taranvir Pannu	Roseville, CA	6
Scott Vlahon	Roseville, CA	10
Zane Williams	Roseville, CA	1

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