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.
As President of Relevant Wealth Advisors, Bruce is instrumental in creating and driving the strategic initiatives of the company and determining which direction the company should take to best serve the foundations and families he works with.
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. In addition, 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, the Marin Valentines Ball, Sunny Hills Services, Red Hill Academy, and the Branson School.
Bruce lives in Kent Woodlands with his wife Sara. They have three children, Jordan (28), Brooke (21) and Benjamin (8), & one dog Dexter (9). As an accomplished pilot, scuba diver, and cyclist, Bruce enjoys the adventures offered by the great outdoors.