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.

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

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