Brian K Bruggeman, CFP®, CTFA
Vice President Director of Financial Planning Walla Wallabruggemanb@bakerboyer.com (509) 526-1381
- Certified Trust and Financial Advisor
- CERTIFIED FINANCIAL PLANNER™
- B.S., Financial Services, San Diego State University
- M.S., Taxation, Golden Gate University
- Previous Baker Boyer roles: Trust Advisor and Investment Professional
Brian began his career in financial services over a decade ago as a financial advisor in San Diego. He started with Baker Boyer in 2009 and has worked in a variety of roles with increasing levels of responsibility. By getting to know his clients and working closely with their outside advisors, Brian helps clients understand the impact of their financial decisions on their lives.
Brian is an avid learner, researching all the latest trends in markets, taxes, estate planning, and technology. He shares this knowledge with Baker Boyer clients at events such as Baker Boyer’s Economic Updates. He also writes digestible articles on complex subjects featured on our website and in national media.
Brian is a member of the Walla Walla Valley Estate Planning Council and a past board member of Community Hospice. He has also volunteered his time with the YWCA, Community Center for Youth, and Providence St. Mary Foundation.