Bulman Wealth Group

Marcos Lemus is a financial advisor at Bulman Wealth Group with a Series 65 credential and two years of industry experience. Prior to joining Bulman Wealth Group in 2021, he worked in education at Spring Education, Merryhill, from 2013 to 2021. Lemus is also involved in insurance sales through BWG Insurance Agency. Bulman Wealth Group is a six-advisor firm managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, offering personalized portfolio management, financial planning, and estate-planning services.

Taranvir Pannu is a financial advisor at Bulman Wealth Group with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Monarch Wealth Strategies and JPMorgan Chase Bank. Bulman Wealth Group is a registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $200.6 million in discretionary assets and offers personalized portfolio management, financial planning, and estate-planning services through a six-advisor team.

Scott Vlahon is a financial advisor at Bulman Wealth Group with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors LLC and Integrated Financial Settlements. Outside of his advisory role, he is an agent and partner at BWG Insurance Agency, where he independently sells life, disability, and long-term care insurance as well as annuities. Bulman Wealth Group is a six-advisor registered investment adviser managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing personalized portfolio management, financial planning, and estate-planning services.

Stephanie Hernandez is a financial advisor at Bulman Wealth Group with two years of industry experience. She holds a Series 65 designation and previously worked at Dubots Capital Management and the National Merchants Association. In addition to her advisory role, she is licensed for insurance sales through BWG Insurance Agency. Bulman Wealth Group is a six-advisor registered investment adviser managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing personalized portfolio management, financial planning, and estate-planning services.

Michael Mcelmoyl is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at MUFG Union Bank, Wells Fargo Advisors, and Wells Fargo Clearing Services. He is also the founder of Affluent Strategies, a virtual sales and sales leadership training business offering online programs and masterclasses. Bulman Wealth Group is a registered investment adviser managing approximately $200.6 million in discretionary assets through a six-advisor team. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing personalized portfolio management, financial planning, and estate planning services, while incorporating firm-developed model portfolios and third-party managers as appropriate.

Zane Williams is a financial advisor at Bulman Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Bulman Wealth Group, he held various roles including positions at Serrano Country Club, Pacific Coast Companies Inc., and several educational institutions. He is also licensed as an insurance agent and conducts insurance sales through BWG Insurance Agency. Bulman Wealth Group is a registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $200.6 million in discretionary assets and offers personalized portfolio management, financial planning, and estate-planning services through a six-advisor team.

Christopher Bulman is a financial advisor with Bulman Wealth Group in Roseville, CA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at several firms including World Equity Group and Retirement Wealth Advisors, and he is also the owner and president of BWG Insurance Agency, where he is involved in insurance sales. Bulman is a licensed agent with Ameritas Life Insurance Corp and helps manage a team focused on life insurance sales. Bulman Wealth Group is a registered investment adviser with a six-advisor team managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing discretionary portfolio management, financial and estate planning services, and often engaging third-party money managers. The firm also operates an active insurance business through its affiliated agency, integrating insurance sales with its advisory services.