Bryce is Regional Vice President of wealth management and a member of the business development team. He meets directly with clients and prospective clients to review their financial planning needs and communicate Polaris Wealth’s investment strategies.
Bryce has been in the financial industry since 2006. Prior to joining Polaris, Bryce served clients as a senior financial advisor at Vanguard and as a financial consultant at E*TRADE. He also worked in banking for several years, where he served as a branch manager for a national bank. Bryce is a CERTIFIED FINANCIAL PLANNER™ practitioner who enjoys helping clients plan for, and strategize around, life’s most important goals. He has a bachelor’s degree in international business management from the University of Phoenix and is fluent in Spanish.
Bryce lives in Irvine, CA with his wife and two sons. In his free time, he enjoys basketball, disc golf, chess and spending quality time with his family.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.