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Bruce Barton, CFP® CFA

Wealth Management for Tech Professionals

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Parkworth Bruce Barton, CFP® CFA
San Jose, California

Serving Clients Nationwide

Wealth Management for Tech Professionals

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • 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

Location

100, Century Center Court, San Jose, California, 95112

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

At Parkworth Wealth Management, we are a fee-only financial advisor offering wealth management services to families and individuals in the tech industry throughout the San Francisco Bay Area and beyond.

Our commitment to high standards means our customer service promise begins with our time and attention. Before we advise you, we ask a lot of questions about everything from your immediate to long-term goals. Lastly, with our conflict-free, client-centered business model, you will never have to wonder if we have your best interest in mind.

Are We a Match?

You want to partner with a wealth advisor whose expertise is working with people like you. We may be a good fit for you if you:

✅ Are a tech professional whose money is tied to the volatile tech industry

✅ Want to feel confident you are in control of your financial success

✅ Seek a long-term, ongoing relationship with a wealth advisor with expertise in your situation

✅ Have investments, stock options, or RSUs worth $1 million or more

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
  • Reading
  • Sailing
  • Swimming

Who We Serve

  • Technology Professionals