Back to Search Favorites List

Bruce Dzieza (CFP®)

Bruce Dzieza focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Planning & Distribution Rules

Planning Specialties

As a Certified Financial Planner (CFP), Bruce devotes much of his time working with clients on their overall life goals. With Bruce, clients determine what money means in their lives and how they can effectively use their wealth to bring their goals to fruition. Bruce heads up Willow Creek's investment committee taking the lead in researching new investment vehicles and in determining the asset allocation strategies that the firm uses in constructing portfolios.

Charitable giving is also an important part of Bruce's practice. He counsels clients on the most prudent and effective way in which they can meet their charitable intent. Bruce is an active volunteer on many advisory boards dealing with issues around children, teens, environment and the arts.

Additional Information

Bruce has been in practice since 1984 and has an extensive background in all aspects of financial planning, and a particular expertise in asset management and real estate. In 2007 Bruce was recognized as one of Barron’s Top 100 Independent Financial Advisers nationwide. He has been widely quoted in local business press including the Press Democrat, NorthBay Biz, Wall Street Journal and the San Francisco Chronicle

NAPFA Start Date

September 22, 2009

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

825 Gravenstein Hwy N Ste 5 Sebastopol, CA 95472-2844 Phone: (707) 829-1146 Fax: (707) 829-0111
View
Visit Website