Bruce R. Barton

Bruce is a managing partner and financial advisor in Savant’s Los Gatos, California, office. He has a membership interest in Savant.

Bruce focuses on the financial planning and investment needs of tech professionals, with particular expertise in equity compensation strategies for stock options and restricted stock units, managing concentrated stock positions, planning for liquidity events, and helping minimize taxes. He also advises on early retirement planning and supports clients through major career and life transitions in the volatile tech industry.

Bruce is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Analyst® (CFA®). He is experienced in all areas of financial planning, including proactive income and estate tax planning, wealth transfer and philanthropy, retirement income strategies, cash flow projections, insurance analysis, and education funding.

Bruce has worked in the financial services industry since 2003. He founded and led Parkworth Wealth Management as principal shareholder, CEO, and lead advisor until it joined Savant in 2025. He is the author of Personal Finance for Tech Professionals: In Silicon Valley and Beyond. He works with clients in the technology, biotech, and biomedical industries, drawing on his background in engineering and product management. Earlier in his career, he worked as an engineer and held senior product management roles at several venture-backed startups and at Alcatel, a telecommunications equipment supplier.

Bruce is a member of the National Association of Personal Financial Advisors (NAPFA). He previously served as president of its West Region board of directors and on its national board of directors.

Bruce earned a bachelor of arts degree in liberal arts from Claremont McKenna College, a bachelor of science degree in engineering from Harvey Mudd College, and a master of business administration (MBA) degree in finance from the University of Chicago.

Outside of work, Bruce enjoys swimming, hiking, and reading. He lives in Los Gatos with his wife. Their two children are beginning their careers, one as a genetic counselor, the other as an electrical engineer at a startup.