Our Authors and Thought Leaders

Insights that Go Beyond the Blog

At Savant Wealth Management, our commitment to thoughtful, practical guidance doesn’t stop with client conversations—it extends to the written word. Our advisors and specialists have authored books on topics ranging from business succession and retirement to the unique financial needs of entrepreneurs. These works reflect the depth of our experience and our passion for helping people make informed decisions at every stage of life.

Explore the titles below to learn more.

Savant Wealth Management | Financial Industry Thought Leaders and Authors

Bruce Barton, author of Personal Finance for Tech Professionals in Silicon Valley and Beyond

Bruce is the managing partner and a financial advisor at Savant’s Los Gatos, Calif. office. A former product manager and systems engineer with experience at venture capital-funded startup companies and large technology firms, Bruce believes in an interdisciplinary approach to personal finance, where tax planning, equity compensation, investing, and financial decision making all work together, especially for those in the volatile tech industry. With more than two decades of experience, Bruce wrote Personal Finance for Tech Professionals in Silicon Valley and Beyond to share the strategies he uses to help inspire confidence in others as they work toward building their financial future while making the most of their lives today.

About Personal Finance for Tech Professionals in Silicon Valley and Beyond

You have developed a specialized skill set as a technology professional. Your personal finance reference should match. Whether you want to build wealth, manage your finances, or learn best practices for the unique financial issues faced by technology professionals, this comprehensive guide covers the topics you need such as stock-based compensation, balancing spending, saving for early retirement, institutional style investing, housing and real estate, taxes, and more. Whether you are on the hit or miss path through a succession of startups or steadily moving up in the corporate tech world, this educational book is designed to help you simplify your finances, avoid mistakes, and take control of your future.

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Laura Chiesman, co-author of It’s A Journey – The MUST-HAVE Roadmap to Successful Succession Planning

Laura is the managing partner and a financial advisor at Savant’s office in Satellite Beach, FL. Since 1995, Laura’s goal has been to help individuals, families, and business owners transform financial complexity and confusion into clarity and confidence. She enjoys working with business owners to create business transition and succession strategies that support an owner’s desire to maintain important relationships and help create bright futures for their businesses and successors.

Robert J. Kemp, author of 10 Truths: How to Create Financial Independence

Rob is the managing partner and a financial advisor in Savant’s Fullerton, CA office. For nearly four decades, he has helped hundreds of families steward their hard-earned resources, allowing them to pursue what matters most in their lives. He captures and shares his experience working with clients in his book.

About 10 Truths: How to Create Financial Independence

Most people agree that personal financial security allows them to pursue the things in life that matter the most: time with family and friends, a comfortable retirement, freedom to travel or pursue a hobby, and the assurance that their children and heirs will be educated and cared for. But savers and investors need to rethink how they care for their resources because the days of a company pension plan are all but over. More and more, it is important to make the smartest possible decisions about one’s money so that goals are met and financial resources and savings last over a lifetime. Author and investment advisor Robert J. Kemp outlines his manifesto for building a life of financial security and happiness.

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Rob Morrison, co-author of Victory Lap Retirement

Rob is the chief experience officer at Savant Wealth Management. He is also a co-author of Victory Lap Retirement, second edition, and a contributor to Retirement Heaven or Hell: Which Will You Choose? A wealth manager for more than 20 years, Rob has coached many clients through their Victory Lap transitions. He is a passionate advocate for his clients and enjoys speaking about the changing face of work and retirement. In 2021, Rob co-authored Savant’s research on how investors view retirement today, and how they might re-imagine it if given the choice. The report, “The Death of Retirement: New Thinking on the Next Chapter,” formed the foundation for reshaping how Savant works with clients to envision their ideal futures.

Jack Phelps, author of The Relaxing Retirement Formula

Jack is the managing partner and a financial advisor of Savant’s office in Wellesley, MA. Offering independent, fiduciary advice to clients for more than 30 years, Jack has become an impassioned advocate and guide for people facing the complex transition from a lifetime of working and saving to enjoying the wealth they’ve created. Jack draws on his experience as a college athlete to show you the benefits of working with a great coach, and uses his extensive knowledge and knack for making complex ideas simple as he strives to help you experience the ideal future you deserve.

About The Relaxing Retirement Formula

You’ve worked hard your entire life to save money for your retirement years. But when the day comes to transition, doubt and fear begin to take hold. You wonder whether you’ve saved enough, how much you can afford to spend, and how to make your retirement bucket of investments last. This uncertainty can keep you working longer than you need to or prevent you from confidently spending the money you’ve saved—undermining the life you’ve earned after years of dedicated saving. In his book, Jack Phelps gives you the simple formula for answering your questions with certainty and precision. The Relaxing Retirement Formula is a step-by-step guide to helping develop and maintain the financial confidence you need to liberate the money you’ve saved, and work toward living the life you’ve always dreamed about.

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Books are for general educational purposes only and are not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Savant is engaged, or continues to be engaged, to provide investment advisory services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.