Financial Advisor

CPA

Bruce is the son of Ted Wellings, 2nd generation CPA, at Wellings & Co. He graduated from Gonzaga University in Spokane, WA (GO ZAGS!). He has been an active member of the Menlo Park Kiwanis Club for over 30 years. Bruce is also a member of the CalCPA and the American Institute of Certified Public Accountants (AICPA).

 

Bruce has over 30 years of experience serving high-net worth individuals, small businesses, and closely held family run businesses. He focuses on tax planning for the future to assist and reduce your liabilities that exist from year to year. Bruce enjoys getting to know his clients on personal level to help determine their financial goals and dreams for their entire family.

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When Bruce is not working, he enjoys spending time with his wife of over 30 years, Evanell. They enjoy traveling the world, golfing with family and friends and enjoying a nice bottle of red wine with friends and family.