With more than 25 years of experience in financial planning and investment management, Bruce Vu Nguyen has the accumulated knowledge and perspective to help you with your financial goals. Bruce understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Bruce will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Bruce endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investments.

Based on what Bruce learns about you and your goals and an analysis of the current financial markets, Bruce designs a customized investment strategy based on your needs. He then takes the time to explain His recommendations and, once you are comfortable with your new plan, Bruce puts it into action and seeks opportunities to adapt to life changes and new goals.

Bruce began his career in financial services in 1998 and previously spent 12 years with UnionBanc Investment Services. Today, Bruce provides wealth management, formal financial planning, investment advisory and more through Raymond James.

A native of Iowa, Bruce resides in Morgan Hill, CA. He helps to mentor younger Financial Advisors and college students considering a career in the Financial Services industry. Away from the office, Bruce also enjoys golfing and developing his 2 young boys’ athletic and academic paths.