Bruce barton financial advisor
Bruce barton financial advisor scam.
Bruce R. Barton, CFP® CFA
Principal and Wealth Manager
When Bruce started his career in wealth management, he quickly discovered how much he enjoyed drawing on powerful economic principles to help clients solve their financial challenges.
As firm owner, Bruce oversees all aspects of client service and business operations and is responsible for organizing the team’s work to achieve client service standards.
He serves informally as chief financial planning officer, chief investment officer, and head of tax planning.
Bruce barton financial advisor
He thrives in meeting the complex wealth management needs of our clients, managing their financial, investment, tax, and related goals.
Bruce started his working life as an engineer. He then spent over a decade in executive and senior product management positions for several venture capital–backed startup companies and Alcatel, the telecommunications equipment supplier.
Yet he retained an interest in financial markets that dated back to childhood, and about 15 yea