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Bruce Wellings, CPA

Financial Advisor

Tax Accountant

Bruce is the 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 25 years. Bruce is also a member of the CalCPA and the American Instituter of Certified Public Accountants (AICPA).

 

Bruce has over 25 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.

Office: 650-321-0622

*Check the background of your financial professional on FINRA’s BrokerCheck

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services    , Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services    . Placing business through Avantax Insurance Agency     and Avantax Insurance Services    . CA #0D71784.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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