Bruce Barton (CFA®, CFP®, MBA)

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

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Professional Athletes or Entertainers
  • Tax Planning

Planning Specialties

Bruce Barton earned his MBA in Finance from University of Chicago Graduate School of Business. He holds a Bachelor of Science degree in Engineering from Harvey Mudd College and a Bachelor of Arts degree in Liberal Arts from Claremont McKenna College. Bruce is a Chartered Financial Analyst® (CFA) charterholder and CERTIFIED FINANCIAL PLANNERTM practitioner. He is also a National Association of Personal Financial Advisors (NAPFA) Registered Financial Advisor and the author of "Personal Finance for Tech Professionals in Silicon Valley and Beyond."

Additional Information

In addition to advising and counseling clients, Bruce has primary responsibility for client portfolio management and investment research at Parkworth Wealth Management. His previous financial experience includes work as an associate with a venture capital firm and as a summer associate for investment bank Merrill Lynch's corporate bond underwriting group. Prior to Parkworth, Bruce worked over 10 years in executive and senior product management positions with three venture capital-backed start-up companies and global telecommunications equipment supplier Alcatel. Early in his career, Bruce was a navigation system design engineer with Northrop Corporation's Electronics Division. Bruce is also the author of "Personal Finance for Tech Professionals," which combined his experience in financial planning and the tech industry to help technology workers build their wealth and achieve their goals.

NAPFA Start Date

January 19, 2006

Submit
Submit

This Office

2225 E Bayshore Rd Ste 200 East Palo Alto, CA 94303-3220 Phone: (800) 964-7067

Other Offices

100 Century Center Ct Ste 670 San Jose, CA 95112-4536 Phone: (408) 436-9800 Fax: (408) 436-9804