Meet Bruce, Our Founder and CEO
For over thirty years, Bruce has refined our consultative wealth management approach, empowering successful families and family foundations to reach their most important goals.
His deep expertise in both advanced planning and investment policy enables him to understand the unique financial needs and aspirations of our clients and the organizations we serve. Bruce collaborates closely with other professionals through our Virtual Family Office model to address advanced planning needs, such as estate planning, tax optimization, insurance, and charitable gifting.
Bruce leads our Outsourced Chief Investment Officer service for family foundations interested in partnering with a team of experts to professionally manage their endowments.
As the Founder of Relevant Wealth, Bruce plays a crucial role in shaping the company's strategic direction, ensuring we maximize our clients' wealth, success, and happiness.
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 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, the Marin Estate Planning Council, the Financial Planning Association, Exponent Philanthropy, 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 Kentfield with his wife, Sara. They have three children: Jordan, Brooke, Benjamin, and their dog, Maya. Bruce is an accomplished pilot, scuba diver, and cyclist who enjoys the adventures of the great outdoors.