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Profile

Brian K Bruggeman, CFP®, CTFA

Brian Bruggeman Headshot
“Financial planning and investment management are two inseparable components in the process of advising clients. By bringing financial planning issues and solutions to the conversation, we can help our clients make informed decisions about their futures.”

Vice President
Financial Planning Manager
Walla Walla

Brian began his career in financial services over a decade ago as a Financial Advisor in San Diego, California. By focusing on what is important to his clients and working closely with their outside advisors, Brian helps clients understand the impact of their financial decisions on their lives. He helps his clients to sift through the noise of the financial markets and refocus on what is important. Brian draws on his experience as a Trust Advisor, Investment Professional, and CERTIFIED FINANCIAL PLANNER™ professional to spot opportunities where he can provide value outside the scope of investment management.

Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Trust and Financial Advisor (CTFA), and holds a degree in Financial Services from San Diego State University. He is working towards a Master of Science in Taxation from Golden Gate University. He is a member of the Walla Walla Valley Estate Planning Council and a board member for Walla Walla Community Hospice. In his spare time, Brian enjoys running, golfing and spending time with his wife and children.