GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
James Bruner
Meet James Bruner:
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...
ABOUT JAMES
Meet James Bruner:
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) 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 Automative 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 an adjunct professor for the University of Redlands and California State University, San Bernardino. Jim lives with his wide, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.