Trusted Financial Advisor

Mr Bruce R Barton CFP

Mr Bruce R Barton CFP

Parkworth Wealth Management, Inc.

1737 N First Street, Suite 290 San Jose, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Investment Management, Retirement Planning, Sudden Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor