JD, Series 65 Advisory Registration†
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.
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.
- BA, University of California, Los Angeles
- JD, Southwestern University School of Law
Bruce serves clients at our Los Angeles, CA office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.