Bruce Porter, CFP&#174;<br/>Founder, Certified Financial Planner<br/>

Bruce Porter, CFP®
Founder, Certified Financial Planner

(805) 697-7741
 bruce@syvwealth.com

As the founding principal of SYV Wealth Advisors, Bruce is credited with helping clients simplify the financial planning process. SYV Wealth Advisors has blossomed into a successful independent financial services firm right here in the Santa Ynez Valley. Bruce’s loyal clients include everyday hardworking individuals, small business owners and families looking to expand and preserve their nest egg. Bruce tailors the nuances of retirement plan distribution strategies, investment planning and lifetime legacy planning to each individual client’s unique situation and goals.

Bruce lives in beautiful Santa Ynez with his wife Janette and family. They have called it home for over 20 years. When he is not working, he is an avid traveler and hoping to hit every continent, enjoys local wines, and most importantly, taking his grandkids to Disneyland. Bruce is also a proud volunteer in our incredible community. He is past President of the Santa Ynez Valley Union High School Board, Member and past Chairman of the Santa Ynez Valley Youth Coalition, Past Chairman, Cachuma District Boy Scouts of America, Past Chairman, Santa Barbara County Chapter, Red Cross, Vice Commander, Santa Ynez Valley Post, American Legion and Past President, Solvang Club Rotary International.

Bruce graduated from US Military Academy, West Point with a Bachelor of Science. He also achieved a Master of Science, in Computer Science and Civil Engineering at Stanford University. He proudly served 25 years in the United States Army and retired as Colonel in 2001.  Over the course of his career in military, Bruce led efforts to protect endangered species, defended freedom’s frontiers in Germany and Korea, and coordinated responses to the oil fires in Iraq after helping to spearhead the Allied attack in Desert Storm.

Bruce then spent over 15 years at Edward Jones before going independent. He founded SYV Wealth Advisors in 2017 to better serve his client base with an expanded universe of investment offerings. Bruce is passionate about helping his clients navigate the investment process and assist them build a roadmap for retirement planning. Bruce is committed to helping individuals, families and businesses grow, preserve, and distribute wealth. He holds himself and his team to the highest levels of integrity and accountability to ensure that they are doing the absolute best for each and every one of their clients.

Bruce’s formal qualifications include Certified Financial Planner professional and he holds his FINRA Series 7, 63 & 66.