Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Education Master of Science, Computer Science (Numerical Analysis), Stanford University Master of Science, Civil Engineering (Infrastructure Planning), Stanford University Bachelor of Science, Engineering & Science, U.S. Military Academy, West Point Work Experience 1976 - 2001 — Officer, Corps of Engineers, United States Army 2001 - 2017 — Financial Advisor, CFP®, and limited partner, Edward Jones 2017 - Present — Financial Advisor, CFP®, Certified Financial Fiduciary®, and Owner and Principal, SYV Wealth Advisors LLC Community Activities Member of the Board, Food Bank of Santa Barbara County Former President of the School Board, Santa Ynez Valley Union High School District Former Chairman, Santa Barbara County Chapter, American Red Cross Past President, Solvang Rotary Club Past Assistant Governor, Rotary District 5240 Former Chairman, Cachuma District, Boy Scouts of America Former Director, Buellton Chamber of Commerce Vice Commander, American Legion, Santa Ynez Valley Post 160 Former Chairman, Santa Ynez Valley Youth Coalition Member of the Executive Board, Central County Coalition Former President, Santa Ynez Valley Community Aquatics Foundation Recognition Who’s Who in America, Who’s Who in Science and Engineering Family Bruce resides in Santa Ynez with his wife of 34 years, Janette, who is an RN and school nurse.  They have three grown children and a grandson.