Bruce Jon Raabe

Directeur Général chez Relevant Wealth Advisors LLC

Profil

Mr. Bruce J.
Raabe, CFA MBA, is a Founder & Chief Executive Officer at Relevant Wealth Advisors LLC.
His tenure includes over twenty years of honing and developing a consultative wealth management process for Bay Area high net-worth families and family foundations so they can achieve their most important goals.
His expertise in investment policy development, asset allocation, and security selection (domestic and international) has allowed him to develop an understanding of the special circumstances surrounding the financial needs and goals of his clients and the significant organizations he works with.
He also acts as his clients’ personal financial officer working closely with their other professional relationships to address advanced planning needs that are often neglected (estate planning, tax mitigation, insurance, and gifting).
As the Founder of Relevant Wealth Advisors, he is instrumental in driving the strategic initiatives of the company in order to ensure that it does all it can to magnify the wealth and happiness of our clients.
He received his Bachelor of Science degree in Civil Engineering from the University of California at Davis, and his MBA in Finance from Golden Gate University.
His professional designations include Chartered Financial Analyst (CFA), Registered Investment Advisor, General Securities Principal, NYSE Supervisory Analyst, Registered Options Principal, and General Securities Representative.

Postes actifs de Bruce Jon Raabe

Sociétés	Poste	Début
Relevant Wealth Advisors LLC	Directeur Général	01/01/1992

Formation de Bruce Jon Raabe

Golden Gate University	Masters Business Admin
University of California, Davis	Undergraduate Degree