Bruce Cacho-Negrete, CFP^®

Financial Advisor

Bruce's specialty at The Starner Group is financial planning and solutions development. As a new client, you'll work with Bruce extensively, as he creates a customized financial plan focused on meeting your lifetime goals and objectives. In the years that follow, you'll work with Bruce to asses your progress towards these goals, as well as to address new challenges and goals as they arise.

Bruce is also responsible for product analysis and market research, leveraging Raymond James' considerable resources for the benefit of our clients.

Bruce completed his bachelor's degree in English at the University of Chicago and his ABMC from Northwestern' University's Kellogg Graduate School of Management. Throughout his 13 years as a business consultant, Bruce developed goal-oriented business strategies for numerous Fortune 500 companies across a variety of industries. Prior to joining Raymond James, he was a principal at The Sitaro Group, a marketing strategy consulting firm, and a senior manager for Accenture, a global management consulting firm.

Bruce is Series 7, 66 and insurance licensed and holds a level 1 Insurance Certification from the Insurance Institute of America. He is a member of the Financial Planning Association and serves on the board of multiple nonprofits, including the Whiting Woods Property Association and VS. Theatre Company in Los Angeles. In his free time, Bruce enjoys sports, roller coasters, and spending time with his wife, Lise, and children, Cole and Micaela.