Christopher Bulman

Christopher Bulman Email and Phone Number

Roseville, CA, US
Christopher Bulman's Location
Roseville, California, United States, United States
Christopher Bulman's Contact Details

Christopher Bulman work email

Christopher Bulman personal email

n/a
About Christopher Bulman

Hello, I am Chris Bulman, the Founder and President of Bulman Wealth Group, a distinguished wealth management practice headquartered in Roseville, CA, with an additional office in Temecula, CA. Our dedicated team serves a diverse clientele, both in California and across the nation, with a strong commitment to helping individuals, families, and businesses achieve their financial goals.Professional Experience:Bulman Wealth Group is proud to have established a prominent presence in the financial industry. You can catch me weekly on KFBK radio in Sacramento every Sunday at 2 PM, where I share insights as a member The Financial Compass tv and radio shows, and sharing decades of experience planning for our clients. Additionally, you can find me on Fox Business on Sundays at 2 PM as a contributing member of The Wealth Council. Our local show, "The Financial Compass," co-hosted by myself and Scott Vlahon, can be found on Fox40 Sacramento Sundays, and is also frequently featured on ABC and CBS; please check your local listings for air times.Our Approach:At Bulman Wealth Group, our mission is to help our valued clients navigate the complexities of financial planning with personalized strategies tailored to their unique needs and aspirations. We specialize in retirement planning, income strategies, estate preservation, and tax mitigation, all aimed at maximizing outcomes and achieving individual financial objectives.Our Client-Centric Philosophy:We recognize that every client is distinct, and our approach is tailored to their specific needs and objectives. Our "results in advance" planning strategies are particularly beneficial for retirees and pre-retirees, helping them identify the most suitable financial vehicles for their income, growth, and wealth transfer requirements.Client Appreciation and Trust:One of the most rewarding aspects of my role is the opportunity to connect with our clients, meet their families and employees, and actively engage in discussions about their financial aspirations. We host regular client appreciation events throughout the region, which are highly regarded by our referred and prospective clients. It brings us great joy when our clients refer their friends and neighbors, a testament to the trust and confidence they have in us and our dedication to serving their financial needs.I look forward to connecting with you and exploring how Bulman Wealth Group can be of service to you. Feel free to reach out to me, and let's start a conversation about your financial goals and aspirations.

Christopher Bulman's Current Company Details
Bulman Wealth Group  (www.BulmanWealth.com)

Bulman Wealth Group (Www.Bulmanwealth.Com)

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Founder and President
Roseville, CA, US
Christopher Bulman Work Experience Details
  • Bulman Wealth Group  (Www.Bulmanwealth.Com)
    Founder And President
    Bulman Wealth Group (Www.Bulmanwealth.Com)
    Roseville, Ca, Us
  • Bulman Wealth Group
    Registered Investment Advisor
    Bulman Wealth Group Jul 2005 - Present
    Roseville, Ca, Us
    Advisory services are offered by Chris Bulman Inc. dba Bulman Wealth Group an Investment Advisor in the State of California. Investment Advisory Services also offered through Brookstone Capital Management, a Registered Investment Advisor. Bulman Wealth Group and Brookstone Capital Management, LLC. are separate entities, independently owned. Insurance products and services are offered through Chris Bulman Inc dba BWG Insurance Agency and Ameritas Life Insurance Corp. CA Insurance License #0D57586. http://brokercheck.finra.org
  • Bulman Wealth Group  (Www.Bulmanwealth.Com)
    Founder And President
    Bulman Wealth Group (Www.Bulmanwealth.Com) Jul 2005 - Present
    I am so fortunate to work with retirees, pre-retirees, and business owners with the goal of helping to grow and preserve their wealth heading into and throughout retirement.I am grateful to have an amazing team working with me here at Bulman Wealth Group along with hundreds of clients throughout California and across the United States. We have several amazing people who make up our team, each having fantastic individual strengths in client service and technology, retirement and income planning, portfolio management, and more. Our five focus areas are -Financial Planning and Asset Management-Income Planning-Legacy Planning-Tax Planning-Health Care PlanningOutside of balancing two rapidly growing offices in Roseville and Temecula, CA, I invest my time trying to keep up with my growing family of 4 boys (13, 11, 9, 7) and my loving wife who somehow keeps us all moving in the right direction.Advisory services are offered by Chris Bulman Inc. dba Bulman Wealth Group an Investment Advisor in the State of California. Investment Advisory Services also offered through Brookstone Capital Management, LLC. a Registered Investment Advisor. Bulman Wealth Group and Brookstone Capital Management, LLC. are separate entities, independently owned. Insurance products and services offered through Chris Bulman Inc dba BWG Insurance Agency and Ameritas Life Insurance Corp. CA Insurance License #0D57586.http://brokercheck.finra.org
  • Otellus Speaker Bureau
    Owner/ President
    Otellus Speaker Bureau 2004 - Dec 2019
    Otellus Speakers Bureau was founded on the ideal that inspiration and motivation can be found in many places. I enjoyed reading and listening to the worlds best speakers, motivators, innovators, authors, athletes and more so much that I decided to start a company to help bring more people closer to the inspiration these people provide. We pride ourselves on working with our clients to bring the very best speaker/ entertainer to their event, specific to their needs, WITHOUT the arrogance we've found elsewhere in this business. We have been fortunate to work with many amazing fortune 500 companies, local Chambers of Commerce, non profits, private groups, AND hundreds of speakers with fees ranging from $7500 to $400,000. Otellus is now in it's tenth year and we're having more fun than ever!Most recently, we've had amazing success in 2014 working with:Steve Wozniak, founder of AppleBiz Stone, Co founder TwitterKen Rutkowski, founder and nationally syndicated radio host for Business Rock StarsJames Sun, amazing and successful entrepreneur and recent finalist on The ApprenticeMark Victor Hansen, Co founder of the Chicken Soup for the Soul series (over 500 million books sold)Chip Conley, founder Joie De Vivre Hotels AND Head of Global Hospitality for Airbnb.comBlake Mycoskie, inspirational founder of Tom's Shoes (donated over 15 million pairs of shoes)Randi Zuckerberg, FacebookRay Kurzweil, one of the smartest men on the planet..Jeff Taylor, founder Monster.comNolan Bushnell, founder Atari and Chuck E CheeseDr. Joseph Michelli, best selling author (Leading the Starbucks Way, Ritz Carlton the New Gold Standard)And... MANY MORE amazing minds/ authors/ entrepreneurs/ and exceptionally inspirational humansAt the end of 2019 we will be closing the doors at Otellus Speakers Bureau to focus all attention on the Bulman Wealth Group! It has been an amazing and fun ride and we've enjoyed all of our friends and relationships built over the last 15 years.
  • Wells Fargo
    Private Banker
    Wells Fargo 2003 - 2005
    San Francisco, California, Us
    I was privileged to have a client base of over 100 clients with net worth well in excess of $200 million.I enjoyed the diversity of my clients at Wells Fargo's San Francisco headquarters and all of the great opportunity and learning that comes with working as an advisor to an exclusive group of wealthy clients from all parts of the world. My time living and working in San Francisco's financial district has left a positive and lasting mark on my knowledge base, experience, confidence and ability to relate well with so many different types of clients and levels of wealth.
  • Edward Jones
    Financial Registered Representative
    Edward Jones 2001 - 2003
    St. Louis, Mo, Us
    I began my financial planning career at Edward Jones the week prior to September 11, 2001. I'll never forget the fear and agony of the losses people suffered personally and with respect to their financial portfolios.The horrible times experienced during that period, along with the unprecedented volatility to follow has helped to shape my career and my financial management style to this day. We always plan with a conservative approach, fully aware of what might happen if portfolios are not properly protected.

Christopher Bulman Skills

Customer Service Outlook Strategic Planning Financial Analysis Banking Public Speaking Risk Management Mutual Funds Separately Managed Accounts Fixed Income Analysis Retirement Planning Fixed Annuities Fixed Income Portfolio Management Series 7 Finra Microsoft Excel Credit Microsoft Word Microsoft Office Powerpoint Budgets English Negotiation Research Windows Accounting Team Building Access Investment Strategies Retirement Wealth Alternative Investments Portfolio Management Financial Planning Management Finance Wealth Management Investments Life Insurance

Christopher Bulman Education Details

  • The University Of Kansas
    The University Of Kansas
    General
  • University Of Kansas
    University Of Kansas
    Business Administration

Frequently Asked Questions about Christopher Bulman

What company does Christopher Bulman work for?

Christopher Bulman works for Bulman Wealth Group (Www.bulmanwealth.com)

What is Christopher Bulman's role at the current company?

Christopher Bulman's current role is Founder and President.

What is Christopher Bulman's email address?

Christopher Bulman's email address is ch****@****lus.com

What schools did Christopher Bulman attend?

Christopher Bulman attended The University Of Kansas, University Of Kansas.

What are some of Christopher Bulman's interests?

Christopher Bulman has interest in Social Services, Children, Economic Empowerment, Politics, Education, Poverty Alleviation, Human Rights, Health.

What skills is Christopher Bulman known for?

Christopher Bulman has skills like Customer Service, Outlook, Strategic Planning, Financial Analysis, Banking, Public Speaking, Risk Management, Mutual Funds, Separately Managed Accounts, Fixed Income Analysis, Retirement Planning, Fixed Annuities.

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