Business Exit Strategy
Building a Better Business Plan for Your Family
An owner or CEO is focused on the task at hand; leading and growing a great company while navigating the occasional obstacle. Just as an owner has a plan for their business, shouldn't they have a plan for their family? Come join us to hear how we can work together to help business owners and their families. We'll take you through several real-world cases and answer your particular questions.
Meet our Speakers!
James "Jim" Bruner, CFP, MPAS, CPWA, CEPA
Senior Vice President - Wealth Management,
Senior Portfolio Manager Wealth Advisor
Aligned Wealth Partners
UBS Financial Services, Inc.
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 FINANCIAL PLANNER (CFP) 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 a 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.
Professional achievements and education
B.A., Communications, California State University, Fullerton
M.S., Personal Financial Planning, College for Financial Planning, Denver
CERTIFIED FINANCIAL PLANNER (CFP)
Master Planner Advanced Studies (MPAS)
Certified Exit Planning Advisor (CEPA)
Series 7 and 66 securities licenses
And
Cody Finley, Financial Advisor
Aligned Wealth Partners
UBS Financial Services Inc.
As a Financial Advisor at UBS, I strive to bring a wealth of knowledge and expertise to guide clients on their financial journeys. Holding a degree from the Eller College of Management at the University of Arizona, my education has equipped me with a strong foundation in finance and management principles. Committed to delivering personalized financial solutions, I leverage my academic background and UBS's resources to provide comprehensive advice tailored to each client's unique needs. My passion for finance extends beyond the office as I actively stay informed about market trends and industry developments. With a client-centric approach and a foundation rooted in financial planning, I am dedicated to helping individuals and families achieve their financial objectives. At UBS, I am honored to contribute to our mission of providing world-class financial services, and I look forward to making a positive impact in the lives of those I serve.
Thank You to our Platinum Sponsor!
Guests are Welcome - Registration is required
(Must RSVP by noon Nov. 7th)
