Bruce Barton (CFA, CFP®, MBA)
Bruce Barton focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Bruce is a managing partner and financial advisor in Savant's Los Gatos, California office, where he holds a membership interest. He founded and led Parkworth Wealth Management as principal shareholder, CEO, and lead advisor until it joined Savant in 2025, and has worked in the financial services industry since 2003. He is the author of Personal Finance for Tech Professionals: In Silicon Valley and Beyond. Earlier in his career, he worked as an engineer and held senior product management roles at several venture-backed startups and at Alcatel. Bruce is a member of NAPFA, previously serving as president of its West Region board of directors and on its national board of directors. He holds degrees from Claremont McKenna College, Harvey Mudd College, and an MBA in finance from the University of Chicago.
Additional Information
Bruce Barton, CFP®, CFA, MBA, focuses on the financial planning and investment needs of tech professionals, with particular expertise in equity compensation strategies for stock options and restricted stock units, managing concentrated stock positions, planning for liquidity events, and helping minimize taxes. He also advises on early retirement planning and supports clients through major career and life transitions in the volatile tech industry. He is experienced in all areas of financial planning, including proactive income and estate tax planning, wealth transfer and philanthropy, retirement income strategies, cash flow projections, insurance analysis, and education funding. He works with clients in the technology, biotech, and biomedical industries, drawing on his background in engineering and product.
NAPFA Start Date
January 19, 2006
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