Bruce R. Barton

Bruce Barton is a managing partner and financial advisor in Savant’s Los Gatos, California, office, where he focuses on financial planning and investment strategies for technology professionals. Involved in the financial services industry since 2003, Bruce helps clients navigate complex financial decisions involving equity compensation, concentrated stock positions, liquidity events, tax planning, and retirement readiness.

Drawing on his combination of financial and technology industry experience, Bruce works with professionals in the technology, biotechnology, and biomedical sectors. He helps clients make informed decisions about stock options, restricted stock units, wealth preservation, and major life and career transitions that often accompany fast-paced and evolving industries.

Bruce is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Analyst® (CFA®). He advises clients across a broad range of financial planning areas, including income and estate tax planning, retirement income strategies, wealth transfer, philanthropy, insurance analysis, education funding, and cash flow planning.

Before joining Savant in 2025, Bruce founded and led Parkworth Wealth Management as principal shareholder, CEO, and lead advisor. He is also the author of Personal Finance for Tech Professionals: In Silicon Valley and Beyond. His financial guidance reflects not only decades of advisory experience, but also a firsthand understanding of the challenges technology professionals face throughout their careers.

Prior to entering the financial services industry, Bruce worked as an engineer and held senior product management positions at venture-backed startups and Alcatel, a telecommunications equipment supplier. That background gives him valuable insight into the opportunities and complexities associated with compensation planning, startup equity, and career growth within technology-driven organizations.

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

Bruce earned a bachelor’s degree in liberal arts from Claremont McKenna College in California, a bachelor’s degree in engineering from Harvey Mudd College in California, and a Master of Business Administration (MBA) in finance from the University of Chicago.

When he is away from work, Bruce enjoys swimming, hiking, and reading. He lives in Los Gatos with his wife, and their two children have launched careers in genetic counseling and electrical engineering.