Taranvir Pannu, NSSA® Advisor · Roseville, CA
Taranvir Pannu
Financial Advisor, Bulman Wealth Group
Professional Profile
Taranvir Pannu is a trusted Financial Advisor at Bulman Wealth Group, located in Roseville, CA. With a strong foundation in finance, Taran emphasizes building meaningful relationships with clients by deeply understanding their unique needs and goals at every stage of life. His dedication to personalized wealth management strategies has positioned him as a respected expert in the financial services industry.
A proud alumnus of Fresno State, Taran holds a bachelor’s degree in Business Administration with an emphasis in Finance. His passion for wealth management ignited during his senior year, leading him to a fulfilling career in the field since 2019. Taran’s expertise and comprehensive approach help clients navigate their financial journeys effectively, ensuring long-term success and peace of mind.
As a holder of the NSSA® designation in Social Security planning, Taranvir Pannu brings specialized knowledge of Social Security planning to every client relationship.
Raised in California's Central Valley, Taran appreciates the value of family and community, which he prioritizes in both his personal and professional life. Now residing in Roseville with his wife, Amrit, Taran actively engages with local connections, reinforcing his commitment to serving clients in the region. If you're seeking a reliable and knowledgeable financial advisor who prioritizes your financial well-being, Taran Pannu is here to help you achieve your financial dreams.
Disclosure
Investment advisory services are offered through Chris Bulman Inc dba Bulman Wealth Group, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. Insurance products and services are offered through Chris Bulman, Inc. dba BWG Insurance Agency and Ameritas Life Insurance Corp., CA State Insurance License # 0M46922. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. This email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the Email or any part of it. If you have received this email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed. To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.
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