Taran Pannu, NSSA®

Financial Advisor

Since 2019, Taran Pannu has been helping clients plan for their futures through clear, personalized financial strategies designed to build confidence and peace of mind. As a fiduciary, he works closely with families to understand their goals and develop thoughtful plans that integrate investment management, retirement income, and tax-efficient strategies.

Taran was inspired to become a financial advisor after recognizing how many hardworking individuals lacked access to meaningful financial education. That perspective continues to guide his approach today, combining technical expertise with genuine care to help clients make informed, confident decisions about their financial lives.

Originally from California’s Central Valley, Taran earned his bachelor’s degree in Business Administration with an emphasis in Finance from Fresno State. He also holds the National Social Security Advisor (NSSA®) designation, reflecting advanced training in helping clients integrate Social Security decisions into their overall retirement strategies. Taran takes pride in simplifying complex topics and providing education that empowers clients to plan with clarity and confidence.

Now living in Roseville with his wife, Amrit, Taran enjoys staying active, spending time with family, and cheering on his favorite teams, the Las Vegas Raiders and Los Angeles Lakers.

Contact Us

Email: ask@bulmanwealth.com

Northern California Office
3300 Douglas Blvd.
Suite 200
Roseville, CA 95661
Phone: 916-458-8199

Southern California Office
1 Better World Circle
Suite 230
Temecula, CA 92590
Phone: 951-699-1502
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