Rocklin, Roseville, Lincoln, Auburn, Meadowvista, South Placer, Sacramento, Loomis, Penryn Financial Services/Investment Advisory/Retirement Planning

Our business is built on a foundation of thoughtful client relationships.

The Bulman Wealth Group and Your Financial Compass offers a compelling approach that simplifies the complexities of retirement planning. Think of it as your guide through every phase of your financial journey. Just as you would not embark on a cross-coun

We focus on education and helping individuals, families and small business owners make financial decisions that align with their goals and priorities.