Bruce Duquette | Financial Advisor | Newport Beach, CA | U.S. Bancorp Wealth Management

financial advisor in Newport Beach Bruce Duquette

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
4100 Newport Place
Newport Beach, CA 92660
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About me

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

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

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.