financial advisor in Newport Beach Bruce Duquette
4100 Newport Place
Newport Beach, CA 92660
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It is my pleasure to serve the financial needs of people in the Orange County area. I started in the financial industry in 2000 as a financial advisor. I hold a Bachelor of Science degree in finance and management from Pepperdine University. California Insurance License #0D68730.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I actively support the youth program at my church and the Katie and Thomas Haynes Memorial Education Fund. In my free time, I enjoy sports, weightlifting and collecting sports memorabilia. I also enjoy traveling, spending time with my family and wine.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.