Bryant Schulman, CFP®
Vice President
Bryant Schulman found his way into the financial world back in 2012, sparked by an internship a couple of years earlier that opened his eyes to what great wealth managers really do. What stuck with him wasn’t the numbers—it was the relationships. He loved the idea of helping people make decisions that genuinely shape their lives.
At TSG, Bryant gets to do exactly that. He’s especially passionate about guiding people toward a retirement they can actually look forward to, not stress over. Teaching, simplifying, and empowering clients is what drives him, and he’s constantly learning himself. One of the things he values most about TSG is the culture—hardworking people who support each other and make the work feel meaningful.
Bryant was born in Long Beach. Over the years, he’s lived all over—Orange County, San Francisco, Seattle, Torrance — and each place has added something different to his perspective.
When he’s not working, you’ll probably find Bryant deep into a board game. Chess and Backgammon are his favorites, mostly because he loves the strategy behind them. Aspen, Colorado, is his happy place, and he tries to get back to the mountains whenever he can. He’s also a loyal sports fan, cheering on the Anaheim Ducks and the Washington Huskies.
Giving back matters to him, too. Bryant supports multiple non-profit organizations and is a member of the Irvine Adult Day Health Services board of directors.
He graduated from the University of Washington, earned a Certificate in Financial Planning from Pepperdine University, and holds the CERTIFIED FINANCIAL PLANNER® designation, a testament to his commitment to professionalism and experience in the financial industry.
CA Insurance License #4423157. Resident State: CA.
You may not know this about Bryant Schulman…