Bruce Hibma

CFP, ChFC, Vice President, Financial Advisor

Contact Me
Bruce Hibma

MY MISSION STATEMENT

Helping clients like you achieve all of your retirement and investing goals

My Story and Services

Welcome

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Access to Private Banking >

Services Include

  • Wealth Management
  • Asset Management
  • Financial Planning
  • Municipal Bonds
  • Planning for Education Funding
  • Qualified Retirement Plans
  • Retirement Planning
  • Wealth Consulting
  • Cash Management
  • Alternative Investments

Securities Agent: AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OR, PA, SD, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1253107


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

My Family

My Family

I am blessed to have a warm and caring family, that still lives close by!
I have been married to my wife, Jennifer, for 34 years. Jennifer is an intensive care nurse and has a warm and compassionate heart.
I have three children: Jessica, Abby, and Clint.
Jessica followed her mother occupation wise, and is a nurse at the City of Hope. She is married to Danny, and they have given me two beautiful granddaughters.
Abby is a Doctor of Ophthalmology and is married to another Doc, Rob, who is an orthopedic surgeon. They are currently in their residencies in Loma Linda, CA.
My son, Clint, is finishing up his college education at Azusa Pacific University, and the future is yet to be revealed.
My wife’s parents live in a granny flat on our property, so we get to interact with them frequently. My parents still live on the farm in Iowa (where I grew up) and probably always will.
My pug dog, Lucy, is definitely part of the family, and loves us unconditionally.

Education

Education

  • Masters Degree Systems Management - USC, Masters Degree Financial Services - American College

Experience

Experience

  • 2001 - Present: Morgan Stanley*
  • 1980 - 2001: UBS
  • Adjunct Professor of Economics
  • Former Small Business Owner

Location

Location

  • 3750 University Ave Suite 600
  • Riverside, CA 92501


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Bruce Hibma today.

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