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Bruce Frankel, MBA, CFP®, CEPA®

bruce frankel

Bruce Frankel, MBA, CFP®, CEPA®

Managing Partner

Bruce is as passionate about coaching successful self employed business men and women on how to avoid making mistakes with their personal and business finances as he is about coaching little league baseball!


Bruce has extensive comprehensive experience in finance, marketing, and operations, and has worked with companies of all sizes, family-owned to large corporations. His invaluable global experience allows him a qualified and specialized perspective on global business issues. Coupled with his experience, Bruce has earned an MBA with Honors from the EDHEC Business School in Nice, France, with an emphasis in International Business and Entrepreneurialism. He also earned a Certificate in Financial Planning from Golden Gate University.

Bruce’s experience and education in international and domestic business gives him a specialized edge when working with real estate investors, business professionals and entrepreneurs of all kinds, helping them make informed decisions regarding protecting and growing their wealth. His extensive knowledge of entity structuring, tax issues, employee and executive benefits, risk avoidance and transition planning, all allow him to assist his clients with complex business planning. Rest assured, Bruce’s primary goal and focus is to help his clients achieve an even greater impact on the people and causes they care about deeply.

Bruce Frankel is a worldwide speaker, an author, wealth consultant, and the author of the blog and article series entitled “Frankely Speaking”. He is the author to the widely presented “The 7 Biggest Mistakes Made by Successful Entrepreneurs with Their Personal Finances”. Attendees describe this presentation as “excellent, motivational, sincere, compelling action be taken! It’s just stuff you don’t normally learn in business school”. He educates, through his speaking engagements and writings, on the dangers of the “conventional wisdom” of Wall Street! His blog topics are motivated by current or hot topics with regard to how to help the public build, protect and manage their wealth around the dynamic current events of the world.

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