About
Prior to starting his long and distinguished career in the investment industry, Bruce gained broad entrepreneurial and business experience in the real estate, import/export and restaurant industries. But it’s been in the financial sector where Bruce has made a lasting impact. In a career well into its fifth decade, delivering consistent success at the highest echelons of business (including co-founding his own firm), Bruce’s enthusiasm and energy remain undiminished. Bruce joined Wealth Enhancement Group in 2021 through the Oakwood Capital Management acquisition. As a Managing Director at Wealth Enhancement Group he uses his skills and his experience to mentor other advisors and to develop long-term, consultative relationships with clients. He is also an multi-winner (2017 and 2021-2023) of the FIVE STAR Wealth Manager award.
Outside of work, Bruce is a visible and active community member, and contributor to numerous charitable organizations in the Los Angeles area. He is a father to Alyssa and Sarah and has been married to Marilyn for more than 35 years. Bruce enjoys traveling with his family, most notably on their annual summer trips to UCLA Bruin Woods and their global adventures. He loves to build things and solve problems. He also enjoys advancing knowledge, sports, politics, art and playing poker.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/24/16. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21. Awarded 12/01/22 for the period of 3/28/22 - 9/23/22. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.
Education
- BA, University of California, Los Angeles, JD, Southwestern University School of Law
