At Bulman Wealth Group, we believe managing wealth should feel empowering not overwhelming. Our team of 17 professionals, including six experienced financial advisors and national strategic partners, offers the depth of services you'd expect from a larger firm with the personal attention of a boutique practice.
We serve individuals and families nationwide with comprehensive wealth management and retirement planning solutions designed to bring clarity and peace of mind.
With decades of collective experience, we understand the complexities of financial planning. Our role is to simplify the process and help you move forward with confidence through a personalized strategy that aligns with your goals and values.
Our commitment to you includes:
Comprehensive Planning: Creating retirement plans designed to adapt to changing markets.
Personalized Guidance: Tailoring strategies to your unique financial priorities.
Education & Engagement: Offering resources that empower you to make confident decisions.
Peace of Mind & Transparency: Building lasting relationships through integrity and care.
Empowering Your Future: Supporting your vision for retirement and beyond.
From retirement income planning and investment strategies to tax-efficient approaches and legacy planning, we provide a holistic process focused on both today's needs and tomorrow's opportunities.
At Bulman Wealth Group, we're more than advisorswe're your partners. Our mission is to help you turn uncertainty into clarity and pursue the retirement you've been working toward with confidence.
Shawn McElmoyl
Shawn is dedicated to guiding families toward confident financial decisions. With more than 25 years of experience in wealth management, he serves as a fiduciary always prioritizing the best interests of the individuals and families he supports. His approach is centered on developing financial and investment strategies that bring clarity, alignment, and peace of mind.
Shawn believes that numbers alone don't create a successful plan. He takes time to understand each client's values and perspectives, ensuring their financial strategy reflects not only their goals but also what matters most to them. This thoughtful approach helps foster a strong sense of trust and long-term partnership.
Originally from Portland, Oregon, Shawn graduated with high honors from the University of Oregon, earning an Army ROTC Scholarship that led to eight years of service as a combat arms officer. He concluded his military career as a Captain before transitioning to wealth management.
He holds multiple securities licenses and has advanced training in wealth management, investment management, and behavioral finance. He further enhanced his expertise by completing specialized studies in Personal Financial Planning at the University of California, Berkeley.
Outside the office, Shawn is actively involved in his community, having served on the boards of veteran support organizations, non-profits, and family business resource centers. He and his wife, Julie, live in El Dorado Hills with their son, Hayden, and two mini-golden doodles, Finn and Hopper. In his free time, Shawn enjoys cycling, skiing, and golf.
Scott Vlahon
Scott prides himself on his ability to relate to clients and help them put financial plans into place to help get them to retirement and beyond.
After graduating from Central Michigan University in 2002, Scott spent seven years as a television sportscaster in Mississippi. He decided to give up the anchor desk and enter a field where he could help people. He began his financial services career in 2009 at Capital Preservation Services in Mississippi, later joining Bulman Wealth Group.
The financial world can be complicated, but Scott helps make it easier for his clients to navigate the ever-changing climate surrounding it. His flexibility as an independent agent also allows him to help him find the best fit for his clients.
Scott and his wife, Julie, have two children, Jordan and Siena. In his free time, Scott enjoys spending time with his family, watching basketball and soccer, and listening to music.
Marcos Lemus
NSSA®
Marcos joined Bulman Wealth Group in the winter of 2021, bringing with him over ten years of technology management experience. He prides himself on navigating complex situations with keen attention to detail while keeping his clients best interests in mind. As a solution-focused individual, he seeks out answers he may not know. Marcos has a true servants heart and finds great joy in helping others; he looks forward to building strong relationships with Bulman Wealth Group clients.
Marcos can usually be found with a coffee in hand and a smile on his face. When he's not in the office, Marcos enjoys staying active and playing sports. He's a loyal Sacramento Kings fan and often spends time at Golden 1 Center cheering them on. Marcos and his wife, Sammie, love to travel, explore new places, and discover new restaurants together. In April, they welcomed their baby girl, adding a joyful new chapter to their adventures as a family.
Taran Pannu
NSSA®
Taran Pannu values building strong client relationships and take pride in understanding client's needs and goals at every stage of life.
Raised in the Central Valley, Taran developed deep roots and a strong appreciation for family and community. He graduated from Fresno State in 2017 with a bachelor's degree in Business Administration with an emphasis in Finance. During his senior year, Taran discovered a passion for wealth management, which has guided his career ever since.
Since 2019, Taran has worked in the financial services industry, bringing expertise and dedication to helping clients navigate their financial journeys with personalized strategies tailored to their unique goals. He is committed to fostering long-term success for every client he serves.
Now residing in Roseville with his wife, Amrit, Taran enjoys being closer to family and friends. A devoted family man, he cherishes spending time with loved ones and fostering meaningful connections both personally and professionally.
General Information |
Firm Start Year: | 2001 | |
No. of Employees: | 10-19 | |
automated call: | Yes |
Name of Custodial Firm: | Schawb and Fidelity |
Work with the following types of clients: | Individual Investors, Businesses |
Advisory Services Provided: | Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Money Management |
Services |
Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI) |
Can meet clients in the following ways: | Phone, Video Conference, Our Offices |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Long Term Care, Life, Annuity, Disability |
Firm Information |
Assets Managed by Firm: | 250,000,000.00 |
Compensation and Fees |
Fee Structure: | Fee-Only |
Compensation Methods: | Based on Assets |
Minimum Fee Charged for Managed Accounts: | Negotiable |
FAQs |
Why should I choose you as my financial advisor?At Bulman Wealth Group, we believe retirement planning is about more than watching the marketsit's about preparing for the life you want to live. We look at the entire picture of your financial journey, from income and investments to healthcare, taxes, and legacy planning. By taking a truly comprehensive approach, we help you design a plan that not only supports your needs today but also gives you peace of mind about tomorrow. Our goal is to give you peace of mind, knowing that you have a strategy in place to help protect what you've worked so hard for and to enjoy the retirement you envision. |
How do you charge for your services?At Bulman Wealth Group, your first and second meeting is always complimentary. After the second meeting, we'll ask if you would like to move forward with Bulman Wealth Group as your financial partner in your journey. Once we become your financial partner, our fee is based on the assets we manage. This typically ranges from 1% to 1.5% |
What services do you provide? What are your specialties?At Bulman Wealth Group, we take a comprehensive approach to financial planning through what we call the Five Points of the Financial Compass: Retirement Income Planning, Tax Planning, Estate Planning, Healthcare in Retirement, and Investment Management. This structured process is designed to address every aspect of your financial life, helping you move forward with clarity and confidence as you pursue your own vision of financial independence, especially throughout retirement. |
What is your experience? How many clients do you currently manage?At Bulman Wealth Group, we cater to a wide range of clients, including individuals and families from various walks of life. We understand that everyone's financial path is distinct. Whether your objective is to grow, maintain, or aim to secure your wealth for retirement, our experienced financial advisors are prepared to craft a strategy that resonates with your aspirations. Wealth management should extend beyond investment management; it's fundamentally about seeking to safeguard your lifestyle, navigating risks, and pursuing your financial aspirations. At the end of the day, we want to get to know you, where you stand today, your concerns, and what you envision for your future. |
What financial institution(s) do you represent?None |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures |
Disclaimer |
Investment advisory services are offered through Bulman Wealth Group, an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of the firm by the SEC, nor indicate a particular level of skill or ability. More information can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 8:30 AM - 5:00 PM |
Tue. | 8:30 AM - 5:00 PM |
Wed. | 8:30 AM - 5:00 PM |
Thu. | 8:30 AM - 5:00 PM |
Fri. | 8:30 AM - 3:00 PM |
Headquartered in Roseville, California, with meeting locations available throughout Northern California, including Redwood City, Mountain View, Pleasanton, Concord/Walnut Creek, San Rafael, Napa, and Elk Grove. |
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