Bruce Dzieza, financial advisor Sebastopol CA
96 score

Bruce Dzieza

CRD Number: 1326268
Current Firm: Willow Creek Wealth Management, Inc.

Bruce Dzieza (CRD# 1326268) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 29 years of experience in the finance industry. Bruce Dzieza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Willow Creek Wealth Management Inc. Sebastopol, CA May 2013 - Current 3
Willow Creek Financial Services, Inc. Sebastopol, CA May 1999 - May 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Bruce J. Dzieza
Phone Number: 707-829-1146
Firm Website: http://www.wcfsinc.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    782
    MILLIONS
  • Total Number of Accounts
    1,795
    ACCOUNTS
  • Average Account Value
    $435,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NY, OR

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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