Bryce J. Porter, CFP®, is the Director of Operations and a Financial Advisor at DB Wealth Management Group. With a core belief that personal relationships are essential for effective wealth management, Bryce helps maintain constant understanding of a client’s needs and provides the ongoing alignment and implementation of every detail within their financial plan. Bryce meets with clients to discuss financial planning and tax strategies, and he specializes in family wealth planning to meet the needs of all generations of the client’s family. He can also be found behind the scenes guiding the staff and directing marketing and operations to help create a professional and consistent service experience for clients.
Bryce received his B.S. in Communications from UC San Diego in 2005. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and holds the Series 7 and 24 licenses with LPL Financial and the Series 66 license with LPL Financial and DB Wealth Management Group, as well as his California Department of Insurance license. Prior to joining the firm, Bryce spent five years with one of the largest investment firms in the world—Franklin Templeton. In his role within the retirement plans division, he gained critical first-hand knowledge of custodian services and the many intricacies of a wide variety of retirement plan types, including Traditional and Roth IRAs, SEP and SIMPLE IRAs, 401(k) and 403(b) plans. Bryce brings this advanced understanding of qualified retirement plans to DB Wealth Management Group.
Bryce is a Master Elite member of Ed Slott's Elite IRA Advisor Group℠, an exclusive, invitation-only group of IRA specialists from around the country selected for their dedication to expanding their knowledge and expertise in the area of IRA distribution planning.
Bryce joined DB Wealth Management Group in 2012, to be a part of an independent local firm with an experienced team of financial planning professionals that he can both work with and learn from. He enjoys being involved in all aspects of developing long-term professional relationships with clients. He works to identify and anticipate the client’s needs and develops financial plans around their unique financial goals.
CA Insurance Lic# 0K62948
Ed Slott's Elite IRA Advisor Group℠ is a separate unaffiliated entity from DB Wealth Management Group.
For more information regarding the CFP® qualifications, please refer to his ADV Part 2B disclosure document here: Bryce Porter's ADV Part 2B