Bruce Raabe

Bruce Raabe Email and Phone Number

CEO and Founder @ Relevant Wealth | CFA @ Relevant Wealth Advisors
Bruce Raabe's Location
Mill Valley, California, United States, United States
About Bruce Raabe

As the CEO and founder of Relevant Wealth Advisors, I lead a team of professionals who provide customized investment and financial advisory services to family foundations and affluent families in the Bay Area. I hold a CFA and an MBA, and have over 30 years of experience in wealth management and philanthropy.My passion is to help our clients achieve their mission and vision, whether it is to support a cause, create a legacy, or live their dreams. I leverage my expertise in investment strategies, portfolio management, and charitable giving to create and implement holistic plans that align with their values and goals. I also share my insights and knowledge through publications and speaking engagements on topics related to wealth and happiness.

Bruce Raabe's Current Company Details
Relevant Wealth Advisors

Relevant Wealth Advisors

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CEO and Founder @ Relevant Wealth | CFA
Bruce Raabe Work Experience Details
  • Relevant Wealth Advisors
    Ceo
    Relevant Wealth Advisors Jan 1992 - Present
    Mill Valley, California, Us
    I am the CEO and founder of Relevant Wealth Advisors.
  • Relevant Wealth Advisors
    Ceo
    Relevant Wealth Advisors Jan 1992 - Present
    Mill Valley, California, Us
  • Caltrans
    Civil Engineer
    Caltrans Jun 1988 - Dec 1991
    Sacramento, Ca, Us
    I designed bridges for major highways in California. I also demolished the San Francisco Embarcadero Freeway after the 1989 Loma Prieta earthquake. That was a nice way to wrap up an amazing experience.

Bruce Raabe Skills

Investments Wealth Management Asset Allocation Investment Strategies Management Investment Advisory Asset Management Financial Advisory Customer Service Public Speaking Wealth Management Services Finance Alternative Investments Asset Protection Charities Mutual Funds Risk Management Leadership Strategic Planning Charitable Giving Marketing Series 7 Portfolio Management Wealth Preservation Private Pilot Eagle Scout Chartered Financial Analyst

Bruce Raabe Education Details

  • University Of California, Davis
    University Of California, Davis
    Civil Engineering
  • Golden Gate University
    Golden Gate University
    Investments And Securities
  • University Of California, Davis
    University Of California, Davis
    Civil Engineering

Frequently Asked Questions about Bruce Raabe

What company does Bruce Raabe work for?

Bruce Raabe works for Relevant Wealth Advisors

What is Bruce Raabe's role at the current company?

Bruce Raabe's current role is CEO and Founder @ Relevant Wealth | CFA.

What is Bruce Raabe's email address?

Bruce Raabe's email address is br****@****-co.com

What is Bruce Raabe's direct phone number?

Bruce Raabe's direct phone number is +141538*****

What schools did Bruce Raabe attend?

Bruce Raabe attended University Of California, Davis, Golden Gate University, University Of California, Davis.

What are some of Bruce Raabe's interests?

Bruce Raabe has interest in Aviation, Collecting Antiques, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, The Arts, Home Decoration, Health.

What skills is Bruce Raabe known for?

Bruce Raabe has skills like Investments, Wealth Management, Asset Allocation, Investment Strategies, Management, Investment Advisory, Asset Management, Financial Advisory, Customer Service, Public Speaking, Wealth Management Services, Finance.

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