Blomberg & Tolson Financial Planning and Insurance Services is a diversified financial services company based in Danville, California. Founded in 1992 by Russ Blomberg, we have become experts in the financial planning field, providing business, personal, and corporate insurance and financial strategies.
Your legacy is an extension of you; your life's work, your family, your dreams.
Ensuring that your family's legacy can live on and flourish is part of the American Dream. For over two decades, Russ Blomberg has been dedicated to helping clients achieve financial success from one generation to the next. In 2006, Russ's daughter, Sarah Tolson, joined the family practice to help the next generation of clients achieve thier dreams.
We believe it's never too early or too late to start a personalized wealth-building strategy. Taking the first step is the most empowering action you can take for yourself and your family. We strive to develop long-term relationships based on trust and understanding. Our goal is to present options and alternatives to our clients so that they can make informed decisions to help protect thier families and businesses.
Having developed relationships with some of the most successful professional assets managers, CPAs, attorneys, and top rated insurance companies, we provide comprehensive customized financial plans to help ensure that your legacy will live on. Please view our Customer Relationship Summary.
Sarah Tolson Kim (CA Insurance License #0F43069) is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. (6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94566 (925) 979-2300). Blomberg & Tolson Financial Planning is not a subsidiary or affiliate of MML Investors Services, or its affiliated companies. CRN202410-1063867
Check the background of these investment professionals on FINRA's Broker Check.