Bruce Dzieza

CFP®

Willow Creek Wealth Management, Inc.

Founder and Chairman of the Board, Partner

Bruce Dzieza

CFP®

Willow Creek Wealth Management, Inc.

Founder and Chairman of the Board, Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bruce Dzieza, CFP®

707-829-1146

Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country

Meet Bruce Dzieza

Bruce Dzieza is Founder and Chairman of the Board at Willow Creek Wealth Management, Inc.


As Willow Creek’s founder, our firm’s roots and core values spring from my early and ongoing passion for serving my clients’ highest wealth interests with far-reaching advice. I find so much joy in helping families determine what money means in their lives, and how they can effectively connect it with their personal, professional and philanthropic goals. As founder and CEO, it is imperative for me to create a collaborative and family-friendly team culture, while continuing to work directly with clients on their life goals. I also keep an eye on our strategic vision and am a mentor to new team members. I count on my creativity and experience to add value to the firm’s investment committee, and I help the firm with innovative financial planning solutions.

Prior to founding Willow Creek, I gained broad financial planning experience, with particular experience in asset management and real estate. Drawing on my experience and credentials, I regularly share insights with the local, regional, and national press, including The Press Democrat, NorthBay Biz, The San Francisco Chronicle, and The Wall Street Journal.

ON A PERSONAL NOTE: I was born in Brooklyn, NY, and my family moved to California in 1956. My wife Susan and I live in Sebastopol. Charitable giving and volunteerism are important parts of my life, and I volunteer on many advisory boards focusing on issues related to at-risk children and teenagers, the environment, and the arts. Most recently, I joined Sonoma State University’s Green Music Center Board of Advisors. In my spare time I enjoy hiking, music, reading, and working in the garden.

EDUCATION:

  • BA, Sonoma State University
  • CERTIFIED FINANCIAL PLANNER™ professional

Bruce Dzieza 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Bruce Dzieza

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Office Locations:

  • 825 Gravenstein Hwy N
    Suite 5
    Sebastopol, CA 95472

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