EPCRC - James Bruner - “Business Transition Planning”
Proceed with passion – Helping company founders plan for a successful exit. We will discuss facts and figures as well as best practices for Business Transition Planning.
Jim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert. Jim has been a Certified Financial Planner (CFP®) professional since 1999 and was licensed as a Certified Private Wealth Advisor® ®(CPWA®) in 2018. He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton. Jim was granted the designation Master Planner Advanced Studies (MPAS®) in November 2013 and the designation of Certified Exit Planning Advisor® (CEPA®) in 2019.
He is former Chairman of the Board of the Riverside International Automotive Museum, and he sits on the board of the Palm Springs International Film Festival. He is past board president of Big Brothers Big Sisters of the Desert and past Vice President of the Indian Wells chapter of Childhelp. Jim has taught investments, financial planning, and corporate finance as an adjunct professor for the University of Redlands and California State University, San Bernardino. Jim lives with his wife, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.
