Five Star award winner Christopher J. Bulman

PROFESSIONAL PROFILE

Contact Me

Christopher J. Bulman

President

Bulman Wealth Group

3400 Douglas Blvd Ste 265

Roseville, CA 95661

Office: 916-458-8199

Cell: 916-276-8520

chris@bulmanwealth.com
www.bulmanwealth.com

Professional Approach

Our job is to be strong guides and facilitators. We strive to help protect, educate, inspire and show a wide landscape of options and financial vehicles that help our clients develop and execute a plan tailored specifically to them. Because of this, we believe our work is personal. Our work and relationships with our clients are viewed as a privilege and responsibility that require a great deal of trust, adaptability, effective communication, mutual respect and grace.

Christopher Bulman is president, founder, and leading advisor with Bulman Wealth Group. An Investment Advisor Representative, Chris has more than 15 years of experience in the financial services arena and is fully licensed in both securities and life insurance. Chris is a Registered Representative of, and offer securities through, World Equity Group, Inc., member FINRA and SPIC.

He provides his client with as many options and tools available to help them develop the right plans to achieve and sustain their financial security. His beautiful wife Sarah and 4 wonderful boys, Reid, Luke, Liam, and Colin bring the most joy to his life. Most of his spare time is filled with family basketball games, golf outings, travel, and family-room sing and dance sessions. Chris has been a long time member of the Rotary Club and the Elks Lodge and a has served on the Folsom City Planning Commission for 2 terms. Chris is also host of The Financial Compass radio show, Sundays at Noon on KFBK 1530AM and 93.1FM, Sacramento. Also on IheartRadio, Google Play, Soundcloud, and iTunes.

See Accomplishments

This award was issued on 2/1/20 by Five Star Professional (FSP) for the time period 05/27/2019 through 12/20/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1006 Sacramento-area wealth managers were considered for the award; 99 (10% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.

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Securities offered through World Equity Group, Inc., member FINRA and SIPC
Investment advisory services offered through Retirement Wealth Advisors, Inc.m a Registered Investment Advisor
Bulman Wealth Group and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
The Five Star Wealth Manager Award is an annual award owned by Five Star Professional, a marketing company. Individuals may not nominate themselves or pay a fee to be considered for or receive the Five Star Wealth Manager Award. Minimum qualifying criteria include being credentialed as an active investment advisor representative or registered investment advisor for a minimum of 5 years, a favorable regulatory and complaint history, a successfully fulfilled internal firm review, and currently accepting new clients. Other criteria may include one-year retention rate, five-year retention rate, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served, and educational background and professional designations held.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.