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 wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.