Bruce Frankel
MBA, CFP®, AIF®
CA, USBruce brings together over 20 years of incredibly diverse real world experience with his advanced degrees and designations in business and finance to help people not just understand the opportunities they are missing, but also WHAT TO DO ABOUT IT!
Bruce uses storytelling and "frank" messages to engage the audience in a way other than the usual boring tax, business and finance speak you hear at seminars and conferences.
Bruce Frankel is an author, public speaker, the Wealth Consultant of Yerba Buena Financial Partners, LLC and Planned Giving Consultant of Yerba Buena Wealth Advisors, LLC. With experience in international and domestic business issues and consulting, he is the co-creator of The Wealth Impact Process, serves as co-portfolio manager for the firm and is responsible for general business planning and management. With his deep knowledge of entity structuring, tax issues, and employee and executive benefits, Bruce is particularly well positioned to assist clients with business planning – from inception to transition. He also enjoys using his knowledge and experience to implement investment plans for successful business owners and executives that help them reduce their tax liability while also saving for retirement.
Bruce is the author of a series of articles, Frankel-y Speaking: How the Sausage is Made in the Financial Services Industry.
Bruce has unique and comprehensive experience in finance, marketing, and operations as he has worked in over 10 countries, with businesses of all sizes, including small family owned firms to large corporations. His educational background includes an MBA with Honors in International Business & Entrepreneurialism from the EDHEC Business School in Nice, France, a Graduate Certificate in Financial Planning from Golden Gate University and a BS in Hospitality Management from UNLV. He holds the coveted designation, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is also an Accredited Investment Fiduciary (AIF®). He is an Academy member of the National Speakers Association, Planned Giving Counsel of Northern California, National Speakers Association, and is a board member of the San Rafael Little League.
Bruce brings together over 20 years of incredibly diverse real world experience with his advanced degrees and designations in business and finance to help people not just understand the opportunities they are missing, but also WHAT TO DO ABOUT IT!
Bruce uses storytelling and "frank" messages to engage the audience in a way other than the usual boring tax, business and finance speak you hear at seminars and conferences.
Bruce Frankel is an author, public speaker, the Wealth Consultant of Yerba Buena Financial Partners, LLC and Planned Giving Consultant of Yerba Buena Wealth Advisors, LLC. With experience in international and domestic business issues and consulting, he is the co-creator of The Wealth Impact Process, serves as co-portfolio manager for the firm and is responsible for general business planning and management. With his deep knowledge of entity structuring, tax issues, and employee and executive benefits, Bruce is particularly well positioned to assist clients with business planning – from inception to transition. He also enjoys using his knowledge and experience to implement investment plans for successful business owners and executives that help them reduce their tax liability while also saving for retirement.
Bruce is the author of a series of articles, Frankel-y Speaking: How the Sausage is Made in the Financial Services Industry.
Bruce has unique and comprehensive experience in finance, marketing, and operations as he has worked in over 10 countries, with businesses of all sizes, including small family owned firms to large corporations. His educational background includes an MBA with Honors in International Business & Entrepreneurialism from the EDHEC Business School in Nice, France, a Graduate Certificate in Financial Planning from Golden Gate University and a BS in Hospitality Management from UNLV. He holds the coveted designation, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is also an Accredited Investment Fiduciary (AIF®). He is an Academy member of the National Speakers Association, Planned Giving Counsel of Northern California, National Speakers Association, and is a board member of the San Rafael Little League.
7 Biggest Mistakes Made by Successful Entrepreneurs with Their Personal Finances
In this 30-60 minute talk, or 2 - 2 1/2 hour workshop, Bruce teaches the common missed opportunities by even the most successful business owners. Successful business owners are driven, passionate people about their business but personal finance takes them out of their comfort zone. Bruce works with entrepreneurs to:
- Identify and limit exposure to the 5 wealth predators of society
- Help them keep more of their wealth
- Optimize business continuity and...
7 Most Influential Planned Giving Trends… And How Concerned Nonprofits Can Take Action Now!
Research presented uncovers the latest insights on the challenges non-profits face as they continue to fundraise in today's environment, as well as key donor concerns, and how to respond appropriately. You will learn:
- What are the 7 Influential Trends fundraisers face today?
- What role do endowments play in securing a nonprofit's future?
- Why are nonprofits essential to the economic future of our country?
- What is the media telling your donors and...
