Bruce’s tenure includes over twenty years of honing and developing a consultative wealth management process for Bay Area high net-worth families and family foundations so they can achieve their most important goals.
His expertise in investment policy development, asset allocation, and security selection (domestic and international) has allowed him to develop an understanding of the special circumstances surrounding the financial needs and goals of his clients and the significant organizations he works with. Bruce also acts as his clients’ personal financial officer working closely with their other professional relationships to address advanced planning needs that are often neglected (estate planning, tax mitigation, insurance, and gifting).
As the Founder of Relevant Wealth Advisors, Bruce is instrumental in driving the strategic initiatives of the company in order to ensure that it does all it can to magnify the wealth and happiness of our clients.
Background, Education, and Professional Qualifications
Bruce’s professional designations include Chartered Financial Analyst (CFA), Registered Investment Advisor, General Securities Principal, NYSE Supervisory Analyst, Registered Options Principal, and General Securities Representative. Bruce received his Bachelor of Science degree in Civil Engineering from the University of California at Davis, and his MBA in Finance from Golden Gate University.
Bruce is a member of the Council on Foundations Philanthropic Advisory Network, the Marin Estate Planning Council, the Financial Planning Association, and the CFA Institute. Bruce also serves on the boards and committees for several Bay Area non-profit organizations. His current and former board experience includes the Commonwealth Club, Family Service Agency of Marin, Buckelew Programs, the Marin Valentines Ball, Sunny Hills Services, Red Hill Academy, and The Branson School.
Bruce recently completed his bestselling (Amazon) book, Mission Possible: How to Achieve All Your Family Foundation's Goals.
Bruce lives in Kent Woodlands with his wife, Sara. They have three children, Jordan, Brooke, Benjamin, and dog Maya. As an accomplished pilot, scuba diver, and cyclist, Bruce enjoys the adventures offered by the great outdoors.