Tomren Wealth Management
12667 Alcosta Blvd., Suite 335
San Ramon, CA 94583
Training: EVOKE® Life Planning Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Michael Tomren (CA Insurance Lic. # 0C98855) is a Registered Representative and Investment Adviser Representative with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, HI, ID, IL, LA, MI, MO, NJ, NV, NY, OH, OR, SC, TN, TX, and WA No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Industry Start Date