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Bruce Jay Dzieza

Willow Creek Wealth Management, Inc.

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About Bruce Jay Dzieza

Bruce Dzieza is a financial advisor with over 30 years of experience in the industry. Bruce is registered with Willow Creek Wealth Management, Inc., a firm based in Sebastopol, CA. Bruce is a Certified Financial Planner and specializes in providing financial planning services to individuals, families, and businesses. Bruce has a deep understanding of investment strategies and is committed to helping his clients achieve their financial goals.

Firm Information

Bruce Dzieza is currently registered with Willow Creek Wealth Management, Inc.. Willow Creek Wealth Management, Inc. is an investment advisor registered with the SEC headquartered in Sebastopol, CA. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. Willow Creek Wealth Management, Inc. manages approximately $1.71 billion in assets for 2,760 clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Willow Creek Wealth Management, Inc.

825 GRAVENSTEIN HWY. N.

SEBASTOPOL, CA 95472

$1.71B

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Dzieza’s Registration & Firm History

CA

06/18/1999 - Present

Willow Creek Wealth Management, Inc. (SEBASTOPOL CA)

CA

04/17/1996 - 04/09/2002

INVESTMENT ARCHITECTS, INC. (PETALUMA CA)

CA

03/11/1991 - 04/16/1996

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MA

01/05/1988 - 03/25/1991

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

12/24/1987 - 05/17/1988

INTEGRATED RESOURCES EQUITY CORPORATION

NA

12/18/1984 - 12/24/1987

FINANCIAL PLANNERS EQUITY CORPORATION

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Licenses & Designations

IA

Issued 11/18/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Jay Dzieza.
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