Brett M. Bucher, CFP®, CIMA®, CRPC®
San Mateo, CA
Brett has served as a financial advisor to families since 1998. Brett began his career in the Private Client Group of Merrill Lynch where he most recently served as Vice President. As a CERTIFIED FINANCIAL PLANNER™, Brett learns about his clients financial and personal goals so that he may provide customized financial planning and wealth management strategies. At the heart of Brett’s philosophy, and the reason for starting Bucher Wealth Advisors, is his passion to help clients accomplish their financial goals through his commitment to providing advice that is unbiased and free from conflicts of interest.
Brett offers clients a wide range of services including retirement planning, tax minimization strategies, estate planning, portfolio management, education planning, liability management, and asset protection strategies with an emphasis on achieving a lifetime retirement income stream. Additionally, Brett provides sophisticated solutions pertaining to concentrated stock positions, company stock options, and alternative investment strategies.
Brett holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned the Certified Investment Management Analyst® designation from the Haas School of Business at the University of California, Berkeley. In addition, Brett is a Chartered Retirement Planning Counselor®. Brett graduated with a Bachelor’s degree in Economics from the University of Colorado at Boulder. Brett resides in Burlingame with his wife, Jessica, and daughters Nina and Noelle.