Bruce Barton CFP®, CFA

Wealth Advisor

Bruce Barton, CFP® CFA is a practicing wealth manager in Silicon Valley and the owner and founder of a boutique wealth management firm. After a tech career spanning 15 years, during which he worked as a system design engineer, product manager, director of product management, and vice president of marketing, Bruce brings a distinct perspective to personal finance. He worked in three venture capital-backed tech startups, including one that went public, one that was acquired, and one that failed. With a background in both tech and finance, he brings valuable insight into the particular challenges faced by tech professionals in managing their personal finances. Bruce earned a Master’s of Business Administration in Finance from the University of Chicago, a Bachelor of Science in Engineering from Harvey Mudd College, and a Bachelor of Arts in Liberal Arts from Claremont McKenna College. He holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. Bruce served on the Board of Directors of the National Association of Personal Financial Advisors (NAPFA) and is past president of the NAPFA West Region Board of Directors. He is co-inventor on a patent for performance monitoring of telecommunication systems. Bruce and his wife Alicia, whom he met at Harvey Mudd College, live with their dog, Romeo, in Los Gatos, California. They have two great kids away in college who are studying biology and electrical engineering.