Bruce Raabe

PROFESSIONAL

Bruce Raabe is the President and founder of Relevant Wealth Advisors. RWA partners with ultra-affluent families and private foundations to help them protect and grow their accumulated wealth.

Mr. Raabe’s background includes over twenty years of honing and developing a consultative wealth management process for Bay Area high net-worth families and private foundations. His expertise in investment policy development, asset allocation, and security selection (domestic and international) has allowed him to develop an understanding of the special circumstances surrounding the financial needs and goals of his clients and the significant organizations with which he works.  Mr. Raabe also acts as his clients’ personal financial officer, working closely with their other professional relationships and thereby addressing advanced planning needs that are often neglected.

As President of Relevant Wealth Advisors, Bruce is instrumental in creating and driving the strategic initiatives of the company and determining which direction the company should take to best serve his client foundations and families.

EDUCATION

  • BS, Civil Engineering, University of California, Davis
  • MBA, Finance, Golden Gate University
  • Registered Investment Advisor
  • Chartered Financial Analyst
  • General Securities Principal
  • NYSE Security Analyst
  • Registered Options Principal
  • General Securities Representative

MEMBERSHIPS & AFFILIATIONS I AWARDS & HONORS

  • Member, Buck Advisory Council, The Buck Institute for Research on Aging
  • Member, Council on Foundations Philanthropic Advisory Network
  • Member, Marin County Estate Planning Council
  • Member, Financial Planning Association
  • Member, CFA Institute
  • Board Member, Family Service Agency of Marin
  • Board Member, Marin Valentines Ball
  • Board Member, Sunny Hills Services
  • Board Member, Red Hill Academy
  • Board Member, The Branson School
  • Board Member, USF Center for Global Justice
  • Board Member, Quincy Foundation for Medical Research
  • Founder, HelpMarin.org

PERSONAL

Bruce Raabe lives in Kent Woodlands with his wife Sara. They have three children, Jordan (25), Brooke (18) and Benjamin (5), and one dog, Dexter (7). As an accomplished pilot, scuba diver and cyclist, Bruce enjoys the adventures offered by the great outdoors.

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