Bruce Dzieza

Bruce Dzieza, CFP®
CEO & Managing Partner, Senior Wealth Advisor

“Our financial lives are full of landmines. Our goal is to help clients take the road to financial success by identifying and defusing these landmines so the road is clear.”

JOIN DATE: 1982 (Founder)

CONTACT: bruce@willowcreekwealth.com

Our firm’s roots and core values spring from Bruce’s early and ongoing passion for serving his clients’ highest wealth interests with far-reaching advice. As Willow Creek’s founder, Bruce has created a collaborative and family-friendly team culture, while continuing to work directly with clients on their life goals. He enjoys helping families determine what money means in their lives, and how they can effectively connect it with their personal, professional and philanthropic goals. As CEO, he also keeps an eye on our strategic vision and is a mentor to new team members. Bruce’s creativity and experience adds value to the investment committee, which he is a member of, and helps the firm with innovative and creative financial planning solutions.

Prior to founding Willow Creek, Bruce gained broad financial planning experience, with particular experience in asset management and real estate. He holds a bachelor’s degree in Expressive Arts from Sonoma State University and is a CERTIFIED FINANCIAL PLANNER™ professional. Drawing on his experience and credentials, Bruce regularly shares his insights with the local, regional and national press, including The Press Democrat, NorthBay Biz, The San Francisco Chronicle, and The Wall Street Journal.

ON A PERSONAL NOTE: Born in Brooklyn, Bruce’s family moved to California in 1956. He and his wife, Susan, live in Sebastopol. Charitable giving and volunteerism is an important part of Bruce's life and his practice. He is an active volunteer on many advisory boards focusing on issues related to at-risk children and teenagers, the environment, and the arts. Most recently, Bruce joined Sonoma State University’s Green Center Board of Advisors. In his spare time Bruce enjoys hiking, music, reading and working in his garden.

Read the latest from Bruce

A Message from Willow Creek CEO Bruce Dzieza Celebrating Juneteenth 2020

To remain silent and indifferent is the greatest sin of all. -Elie Wiesel Two years after the end of WWII, my father, a recent Polish immigrant and Holocaust survivor, took a bus trip from New York City to Washington, D.C. to visit his aunt, one of his few remaining family members. As he climbed onto […]

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7 Ways a Financial Planner can Improve your Business

According to American College, 60% of business owners don’t consult a financial advisor. Yet the Small Business Administration documented that only 50% of small businesses are still around after five years. Here are some of the ways a professional financial planner can help you beat the odds. Creating and coordinating business and personal goals Most […]

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Thoughts from our CEO, Bruce Dzieza

In this current age of unprecedented international chaos and uncertainty, I’ve observed that many of my clients, friends, and family members—and myself—are concerned about the varied, wide-ranging ways that COVID-19 will affect their lives. From cancelled events to school closures to remote working protocols, it seems like, suddenly, nothing around us is familiar or predictable. […]

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