Bruce Barton
CFP®, CFA®
Parkworth Wealth Management, Inc.
Principal and Wealth Manager
Bruce Barton
CFP®, CFA®
Parkworth Wealth Management, Inc.
Principal and Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bruce Barton, CFP®, CFA®
Fee-Only financial planner located in San Jose, CA, helping executives and professionals live their best financial life.
Bruce Barton is a San Jose, CA fee-only financial planner. Parkworth Wealth Management, Inc. provides comprehensive wealth management, including tax planning and estate planning, to help professionals and executives organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bruce Barton is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bruce Barton is a Principal and Wealth Manager at Parkworth Wealth Management, a fee-only wealth management helping executives and professionals live their best financial life. Bruce founded the firm in 2003 to help clients solve and simplify their most pressing financial challenges. With offices in San Jose and Palo Alto, Parkworth Wealth Management serves clients in Silicon Valley and the Bay Area by offering services that include financial planning, investment management, retirement planning, benefits analysis and strategies, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management.
As firm owner, Bruce oversees all aspects of client service and business operations and is responsible for organizing the team’s work to achieve client service standards. He serves informally as chief financial planning officer, chief investment officer, and head of tax planning. He thrives in meeting the complex wealth management needs of our clients, managing their financial, investment, tax, and related goals.
Bruce started his working life as an engineer. He then spent over a decade in executive and senior product management positions for several venture capital–backed startup companies and Alcatel, the telecommunications equipment supplier. Yet he retained an interest in financial markets that dated back to childhood, and about 15 years ago that lifelong interest and a family situation prompted him to pursue a career in wealth management. An engineer to the core, he applies that education and expertise to the technical aspects of finance and investing.
Outside of work, Bruce is an avid swimmer and gets up early enough for his 6 a.m. swim most days of the week. He has swum from Alcatraz Island to San Francisco five times and counting. In college he played inside linebacker for the Claremont-Mudd Stags and has sailed up and down the California coast during a gale. He usually has at least two books that he is reading and has played electric guitar in a neighborhood rhythm-and-blues band. He lives in Los Gatos with his wife and dog, and has two kids away in college.
Bruce Barton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Parkworth Wealth Management helps Bay Area executives and professionals live their best financial life by offering comprehensive, fee-only wealth management. Founded in 2003, we work side by side with clients to help solve and simplify their most pressing financial challenges. With offices in San Jose and Palo Alto, we serve clients in Silicon Valley and the Bay Area by offering services that include financial planning, investment management, retirement planning, benefits analysis and strategies, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management.
As an independent, fee-only firm, our duty is to our clients. We do not earn commissions, nor do we take direction from a parent company. Our recommendations are individualized and based on each client’s best interest. We have a particular expertise meeting the complex needs of tech professionals, helping them with such challenges as making informed decisions about stock options, restricted stock (RSU), employee stock purchase plans (ESPP) and deferred compensation plans and navigating the world of start-ups. We also thrive on helping professionals nearing retirement make the transition with the confidence that they can continue to enjoy a comfortable lifestyle, and we help women in transition, whether they are divorced or widowed, gain clarity about their current financial situation and comfort that a plan is in place to meet their future needs.
We also provide retirement plan services to corporations and businesses. We offer cost-effective retirement plans that help your employees reach their retirement goals and help you attract and retain the most talented workers. Our services include selecting service providers, monitoring, conducting employee enrollment and education, assisting with administration and helping you meet your fiduciary duties.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bruce Barton is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bruce Barton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bruce Barton is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Bruce Barton is a Member of The National Association of Plan AdvisorsThe National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors.
NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
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Bruce Barton is the Author of PERSONAL FINANCE for TECH PROFESSIONALS in Silicon Valley and Beyond
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Bruce Barton Featured as Member of the Week by the Nonfiction Author's Association
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Bruce Barton is Quoted in The Washington Post: "Uber Employees Can Finally Sell Their Stock. They Won't be as Rich as They Hoped."
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Bruce Barton is Quoted in Protocol: "Uber IPO fallout: Why some early employees are stunned by tax bills"
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Bruce Barton is Quoted in The Mercury News: "October stock gains and losses underscore market volatility"
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Bruce Barton is Quoted in J.K. Lasser's Winning Financial Strategies for Women
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Bruce Barton Reviews Secrets to Becoming a Financial Badass
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Bruce Barton is Quoted on Barrons: "Getting What You Pay For"
Contact Bruce Barton
Office Locations:
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100 Century Center Court
Suite 670
San Jose, CA 95112 -
2100 Geng Road
Suite 210
Palo Alto, CA 94303
