Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Michael Tomren helps Bay Area professionals and families build a retirement they can count on - particularly those transitioning out of careers at the region's leading tech companies, as well as longtime employees of major Bay Area utilities like AT&T, PG&E, and Chevron. His credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®), and the Registered Social Security Analyst® (RSSA®) designations. Membership in Ed Slott's Master Elite IRA Advisor Group rounds out a background built specifically for the complex decisions that come with a successful career. Tomren & Sullivan Wealth Management is a boutique firm by design. They 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, Danville, and greater Bay Area. 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.