Bruce Barton, CFP® CFA

Wealth Management for Tech Professionals

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Contact Me
Parkworth Bruce Barton, CFP® CFA
San Jose, California

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

100 Century Center Court suite 670, San Jose, California 95112, USA

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

Who We Serve

  • Technology Professionals

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