Our Team

Our Team

Mission Statement

It is our mission to provide competent and prudent advice while 
delivering expert service and valuable communication to our clients.
We honor fiduciary principles to act in the best interest of every client.

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Michael Tomren, CFP®, AIF®, ChFC®

CERTIFIED FINANCIAL PLANNER™

Michael is our CERTIFIED FINANCIAL PLANNER™ professional and provides holistic and client-centric planning for our clients. Michael has been in the financial planning business for 20 years and holds FINRA Series 7, 24, 63, and 65 securities licenses*, as well as a California life and health insurance license.  (Please see additional links below)
 

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Michael Tomren is proud to have been recognized as a Leaders Level advisor for 2017—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Michael's Personal Bio

I grew up surrounded by the rolling wheat fields in Kahlotus, Washington. Believe me, before Google Maps was invented you would struggle to find this town on any map. My three younger brothers and I didn’t find it amusing when dad found a “better opportunity” in a town of 500 residents. Our father grew up in Seattle and our mother in Hartford, so there was some purpose behind raising us in a small community. Looking back, I have to admit growing up in the “back forty” was fantastic. My brothers and I played all the sports, were in student government, and two of us were even on the competitive math team! After school and during summers we would work for local wheat and alfalfa farmers to earn money. We did it all—we drove tractors, harvesters, and large trucks. We repaired engines, mended fences, changed irrigation lines, bucked bales, and anything else that was required. All of these experiences of my young life taught me that the more I tried to do, the more I could do.

When it came time for college I was fortunate to receive a scholarship to get me started on my education. I initially pursued a degree in civil engineering because I was fascinated by building bridges, buildings, and dams. To me, these were structures that the world needed and they needed to be dependable. If it had to be built, I wanted to be part of it. Along the way though, I took a job with an engineering firm that changed my course. It’s a long story, but let’s just say I tripped over something I enjoyed even more. I changed my major to finance, earned designations such as the CERTIFIED FINANCIAL PLANNER™ professional, and I now help people create and maintain financial structures. It’s not entirely different from engineering and I get to work with people too.

Personally I feel I am the luckiest guy and I don’t take it for granted. For example, what are the chances of meeting your future spouse on an elevator? Well, that’s exactly how I met my best friend and wife, Shawna. We were soon married and we agreed to leave the snow country behind. We moved to San Ramon in 2000, fell in love with Northern California, and built a family here. Shawna and I have three children—Jordyn, Ava, and Brannon—along with two Boston terriers, one corn snake, and one guinea pig. Our kids are healthy and enthusiastic and keep us on our toes. Our typical week might include dance lessons, baseball practice, a violin recital, dog walking, and of course, lots of homework (I do the math and science!). When we have extra time we visit the beach, enjoy a local sports event, or visit family. True to my Norwegian heritage, my favorite times are taking the kids to a lake and trying our luck at some catch and release fishing. The kids can now do their own bait and casting for trout, bass, and the occasional catfish. These quiet moments allow us to talk, learn about each other, and stay connected. I’m always entranced as they think through new discoveries and I wouldn’t give up these moments for the world. The only thing better is watching their faces as they reel in another whopper!

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I appreciate your interest in our firm and encourage you to explore this website further. Please take time to read about the other team members that care for our clients; they take great care of our clients and I am very proud of them. If we can do anything to help please contact us any time.

Michael's Certifications and Credentials

EDUCATION

  • Master's in Taxation (pending completion, est. 2019), Golden Gate University 
  • Certificate in Personal Financial Planning (2005), University of California Berkeley
  • BA in Finance (1997), Eastern Washington University

CERTIFICATIONS AND LICENSING

  • CERTIFIED FINANCIAL PLANNER™ professional/CFP® 
  • Chartered Financial Consultant® designation (ChFC®)
  • Accredited Investment Fiduciary® designation (AIF®)
  • FINRA Series 7, 24, 63, and 65 securities licenses*
  • Life and health insurance license

MEMBERSHIPS AND ASSOCIATIONS

  • Ed Slott, CPA – Tax Study Group #18
  • Financial Planning Association of the East Bay (FPA)
  • Academy of Preferred Financial Advisors (APFA)
  • National Association of Insurance and Financial Planners (NAIFA)
  • Tri-Valley Estate Planning Council

*Held through Commonwealth Financial Network®

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Edward P. Caballero, CAIA

Financial Advisor

Edward is our financial advisor and Chartered Alternative Investment Analyst and started his journey in wealth management in 2011 after graduating from UC Davis with degrees in Economics and Communications.  As an independent financial advisor, Edward provides clients with holistic financial planning and unobstructed advice.  Edward is an adamant believer in personal development and continually strives to improve all aspects of his life.  In his spare time, you can find him reading about markets, exercising, and spending time with family and close friends.             

Edward's Personal Bio

Named after my grandfather I was given the middle name Palomino.  Palomino was originally my great grandmothers maiden name which my grandfather liked so much he began using it as his middle name when he was very young.  It wasn’t until he passed away in 2010 that we realized Palomino wasn’t his legal middle name.

As a California native, I was born and raised in San Jose and grew up in a household where my parents stressed the importance of education and readily made sacrifices to ensure their children found success – My siblings and I are all first-generation college graduates!  After attending high school in San Jose, I moved to the Sacramento region where I completed my education at UC Davis.  While attending UC Davis I began working for a large wealth management firm and throughout my years there I received training on various wealth management topics and learned the “in’s and out’s” of the industry.  In late 2016, I made the decision to join Tomren Wealth Management and I could not be happier with my new “family”.  

Edward's Certifications and Credentials

EDUCATION

  • University of California, Davis – Economics and Communications

CERTIFICATIONS AND LICENSING

  • Chartered Alternative Investment Analyst (CAIA)

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Alexis Johnson

Client Relationship Manager

Alexis is our Client Relationship Manager and has been in the client service industry for almost 30 years working for large corporate retail and financial companies.  Alexis joined our team in March 2015 and brings her knowledge of building client relationships through trust, integrity, and awareness to her role. Her focus and mission is to ensure that clients receive the utmost prestigious service possible. Alexis is a native Californian with two college-aged sons who still keep her busy as does her passion for hiking, camping, traveling, and learning and teaching interpersonal holistic modalities.

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Leila Larsen

Client Relationship Coordinator

Leila is our Client Relationship Coordinator and joined our team in June of 2017. Leila managed a small home business for over 12 years, merchandising and branding for the biotech industry. Her forte is delivering outstanding service while focusing on client relations as well as vendor management. Leila is native Iranian but grew up in San Francisco and has lived in East Bay for the past 15 years. Her greatest passion is being a mother to two of the most extraordinary children, Alana and Jack.