Bruce Barton, CFP® CFA
Wealth Management for Tech Professionals
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Parkworth
Bruce Barton, CFP® CFA
Los Gatos, CA
Serving Clients Nationwide
Wealth Management for Tech Professionals
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Investing
- Investment Management
- Taxes
About Me
When Bruce Barton started his career in wealth management, he quickly discovered how much he enjoyed drawing on powerful economic principles to help clients solve their financial challenges.As the owner of Parkworth, 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Analyst (CFA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
475 Alberto Way, Suite 210, Los Gatos, CA 95032
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Are you ready to unhook your wealth from the volatile tech industry and get off the financial rollercoaster? Take the first step to feeling in control of your financial success by scheduling a video call. Click the 'Book Intro Call' button above to get started.Offers Investment Management
Yes
About our Firm
As a technology professional, your wealth might be tied up with your company and the industry as a whole, and that’s risky. Let us help you take control of your money.Our goal is to help you:
• Stop relying on your employer for long-term success
• Reduce your exposure to high tech’s ups and downs
• Make the most of your opportunities
• Get off the treadmill and retire earlier
How can we help you do this? Through our experience in helping hundreds of technology employees take control of their finances.
Our process helps you quit asking, “What mistakes am I making with my money?” Our expertise helps cut through the confusing rules and tax regulations. And your action plan helps you take advantage of the good fortune you’ve had and translate that into long-term financial success.
We can help:
• Advise you on the optimum time to exercise options while minimizing the tax impact
• Recommend strategies for managing your restricted stock units and participation in your company’s employee stock purchase plan
• Navigate the complexities of concentrated stock positions and restrictions on public-company insiders
• Determine how to make the most of your 401(k) plan, deferred compensation plan, and other employee benefits
Education
Master of Business Administration, Finance, University of Chicago | Bachelor of Science, Engineering, Harvey Mudd College | Bachelor of Arts, Liberal Arts, Claremont McKenna College
Badges
Hobbies and Interests
- Family
- Music
SEC Lookup
View DisclosureWho We Serve
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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https://www.parkworth.com/blogs/rsus-101a-quick-refresher
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https://www.parkworth.com/blogs/post-ipo-financial-planningexploring-whats-possible
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https://www.parkworth.com/blogs/what-should-i-sell-first-my-isos-nsos-or-rsus
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https://www.parkworth.com/blogs/avoid-this-big-tax-mistake-when-founding-your-tech-startup
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