"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
Director of Firm Administration and Finance
"The measure of a man is what he does with power." -Plato
Born and raised in Massachusetts, Bruce Berti moved to California in 2015 and joined HoyleCohen in 2016. His role at HoyleCohen is the Director of Firm Administration and Finance. In that role he will be responsible for GAAP monthly financial statements, budgeting and Sox Compliance. He will also be overseeing the Human Resources department and project management. Before starting with HoyleCohen, Bruce worked with an affiliated wealth management firm in his home state for 10 years. Early in his career, Bruce headed up the Accounting group at a ski resort for 13 years.
Bruce has a son, who still resides in Massachusetts, as well as two grandchildren. He resides in Carlsbad and in his free time he enjoys working out, golfing, and spending as much time as he can at the beach.