Bruce Frankel, MBA, CFP®, CEPA®

Bruce Frankel, MBA, CFP®, CEPA®

Managing Partner at EWM

Bruce Frankel is Managing Partner at EWM. His primary responsibilities include working with clients and coordinating with partners at EAC to set the strategic direction of the firm. 

Before launching his financial services career in 2003, Bruce worked in business management and consulting with small- to mid-size business owners and Silicon Valley startups. After working with clients around the world and in several industries, Bruce became inspired to help them with their financial planning needs. He spent time at an insurance agency and 12 years as a co-founding partner with an independent advisory firm before establishing EWM, and eventually, coordinating the invaluable partnership between his firm and EAC. 

Bruce’s extensive experience helping clients protect and grow their wealth inspired his book, The 7 Biggest Financial Mistakes Made by Successful Entrepreneurs: And What To Do About Them. In the book, Bruce shares his creative approach to strategic planning, providing readers the information to build a legacy for their families and causes they care about deeply. 

Bruce graduated with Honors from the EDHEC Business School in Nice, France with an emphasis in International Business and Entrepreneurialism. He earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation and is a Certified Exit Planner Advisor (CEPA®). His education, background, credentials, and experience make him an invaluable asset to clients and colleagues alike. He is especially proud of the partnership with EAC and passionate about empowering clients through education to make intelligent decisions about what's best for them.

Originally from Chicago, Bruce has traveled extensively for his education and career. Highlights include Las Vegas, France, San Francisco, and his current home-base — Northern California. In his free time, he enjoys playing and coaching baseball, hiking, camping, skiing, and spending time with family. Bruce is actively involved in his temple, Little League, the local financial planning association and his postgraduate degree alumni group.

Practice Focus:

 Bruce’s motivation in writing The 7 Biggest Financial Mistakes is to share his creative approach to strategic planning - providing readers the information to build a legacy for their families and causes they care about.

Available on Amazon