Christopher Bulman Email & Phone Number

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.

Listed skills include Customer Service, Outlook, Strategic Planning, Financial Analysis, and 35 others.