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 has
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; 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 160, American Legion; and Past
President, Solvang Club of Rotary International.
Bruce graduated from US Military Academy, West Point with a Bachelor of Science degree. He also achieved Master of Science degrees 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 the military, Bruce led efforts to protect endangered species; defended freedom’s frontiers in Germany, Japan and Korea; and was part of the spearhead assault into Iraq as part of the the Allied attack in Desert Storm.
After the Army Bruce earned his credential as a financial advisor, and first spent over 15 years at Edward Jones Investment before going forming his own independent investment firm. He founded SYV Wealth Advisors in 2017 to better serve his clients with an expanded universe of investment offerings. Bruce is passionate about helping his clients navigate the investment process and assist them to 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, registered representative, and
insurance agent. He has passed required professional training in the Finra Series
7, 63 & 66 examinations.