Brian K Bruggeman, CFP®, CTFA
- 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 has been with Baker Boyer since 2009 in a variety of roles with increasing levels of responsibility including Trust Advisor, Investment Advisor, Director of Financial Planning, and culminating in his current role of Chief Innovation Officer.
Brian is an avid learner, researching all the latest trends in markets, taxes, estate planning, and technology. Understanding new developments in each of these domains helps him identify opportunities to improve the Baker Boyer client experience. When working directly with clients, he takes pride in simplifying the complex financial decisions that his clients face so they can feel informed and confident.
Brian is a member of the Walla Walla Valley Estate Planning Council and a past board member of Community Hospice. He has also volunteered with the YWCA, Community Center for Youth, and Providence St. Mary Foundation.