Business Exit Planning

Date: Tuesday, January 10, 2023
Time: 5:30pm - 7:30pm
Location: The Vue Grille & Bar 44500 Indian Wells Ln, Indian Wells
Speaker: James Bruner, CFP, MPAS, CPWA, CEPA

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James "Jim" Bruner, CFP, MPAS, CPWA, CEPA
Senior Vice President - Wealth Management,
Senior Portfolio Manager Wealth Advisosr

Aligned Wealth Partners
UBS Financial Services, Inc.

Jim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert. Jim has been a Certified Financial Planner (CFP) professional since 1999 and was licensed as a Certified Private Wealth Advisor (CPWA) in 2018. He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton. Jim was granted the designation Master Planner Advanced Studies (MPAS) in November 2013 and the designation of CERTIFIED FINANCIAL PLANNER (CFP) in 2019.

He is former Chairman of the Board of the Riverside International Automotive Museum, and he sits on the board of the Palm Springs International Film Festival. He is past board president of Big Brothers Big Sisters of the Desert, and past Vice President of the Indian Wells chapter of Childhelp. Jim has taught investments, financial planning, and corporate finance as a adjunct professor for the University of Redlands and California State University, San Bernardino. Jim lives with his wife, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.

Professional achievements and education
B.A., Communications, California State University, Fullerton
M.S., Personal Financial Planning, College for Financial Planning, Denver
Master Planner Advanced Studies (MPAS)
Certified Exit Planning Advisor (CEPA)
Series 7 and 66 securities licenses


Building a Better Business Plan for Your Family

An owner or CEO is focused on the task at hand; leading and growing a great company while navigating the occasional obstacle.  Just as an owner has a plan for their business, shouldn't they have a plan for their family?  Come join us to hear how we can work together to help business owners and their families.  We'll take you through several real-world cases and answer your particular questions.


Thank You to our Silver Patron Meeting Sponsor!

Lutringer Mediation Associates

We look forward to seeing you in 2023!

(Must Register by Jan. 8, 2023)

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