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Advisors/Bruce R. Barton

PROFESSIONAL PROFILE

Bruce R. Barton

Managing Partner / Financial Advisor / Member Owner

Savant Wealth Management

Los Gatos, California

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What this record containsView sources

Professional source1 linked source

Source review2026-09-16

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Business contactUse the firm website

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EXPERIENCE & PUBLIC RECORDS

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Registration historyNot documented

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Published profile

Bruce R. Barton helps technology professionals manage the financial opportunities and risks that accompany their careers. His work addresses stock options, restricted stock units, concentrated holdings, liquidity events, taxes, and early retirement. A former engineer and product manager, he brings firsthand industry experience to career and life-transition planning.

Equity compensationConcentrated stock planningLiquidity event planningTax planningEarly retirement

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Professional details

Published practice focus: Equity compensation
Credentials in source: CFP, CFA, MBA
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Sources & record context

Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.

savantwealth.com/employee/bruce-r-barton/

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