With more than three decades of advisor experience in the financial services industry, Bruce has helped clients construct portfolio’s designed to achieve their goals. Every day his team evaluates trends looking for tactical opportunities that balance risk and returns. Bruce relies on his background as a C.P.A. to customize the most favorable strategies.

He is a certified public accountant (CPA).

He earned his bachelor’s in business economics from the University of California at Santa Barbara. He supports many charities and causes with his wife and family and enjoys paddle tennis, horse racing, poker, and spending time with his family.

RJA does not provide tax and accounting services.