Our Team

Russell A. Blomberg

CA Insurance License Number 0B09548

 

Russ Blomberg has been a Registered Representative of MML Investors Services, LLC. for over 20 years. In conjunction with your legal and tax advisors, he provides sophisticated Business and Estate Planning Programs, Business Continuation Plans, Executive Benefits, and Family Lifetime Needs such as college or retirement strategies. This enables him to help you take care of your family or business. Russ is an avid golfer and a member at Diablo Country Club in Diablo, CA and Ironwood Country Club in Palm Desert, CA.

Sarah J. Tolson, CFP®

CA Insurance License Number 0F43069

 

Sarah Tolson, Certified Financial Planner™ recipient, is passionate about building the next generation of her family’s legacy of personalized financial planning. Sarah is an entertaining and captivating public speaker; and she is currently working on a book about financial planning for women with young families. Sarah has a Bachelor of Science in Business from the Kelley School of Business at Indiana University. She joined her family’s firm in 2006 after several years in a successful retail merchandising career with Target Corporation and Abercrombie & Fitch. Sarah is a Registered Representative of MML Investors Services, LLC. and has her FINRA Series 7 and Series 66 registrations. Sarah is very active in the community and has served on the Board of Directors for the Financial Women’s Association of San Francisco, the East Bay Women’s Network, and the Junior League of the Oakland-East Bay.

Jean W. Blomberg

 

Jean Blomberg joined the practice as a non-registered staff member after 30 years as a Senior Vice President in the banking industry. A graduate of St. Mary's College in Moraga, California, she holds a real estate license and completed advanced financial planning and retirement planning coursework through UCLA. Jean was recognized in 2003 as one of the San Francisco Business Times 100 Most Influential Women in Business, and chaired many Bay Area non-profit Boards of Directors.

Russell Blomberg (CA Insurance License #0B09548) and Sarah Tolson (CA Insurance License #0F43069) are registered representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. (3003 Oak Road, Suite 250, Walnut Creek, CA 94597 (925) 979-2300). Blomberg & Tolson Financial Planning is not a subsidiary or affiliate of MML Investors Services, or its affiliated companies. CRN201905-212279

 

Check the background of these investment professionals on FINRA's Broker Check.

 

Locations

 

Danville Office

4115 Blackhawk Plaza Circle

Suite 100

Danville, CA 94506 

Phone: 925.736.3024

 

Walnut Creek Office

3003 Oak Road

Suite 250

Walnut Creek, CA 94597

Phone: 925.979.2318

 

San Francisco Office

101 Montgomery Street

Suite 600

San Francisco, CA 94104

Phone: 415.857.4625

 

Print Print | Sitemap
© Blomberg & Tolson Financial Planning and Insurance Services