Bruce Colin is a CERTIFIED FINANCIAL PLANNER™ professional. He received his undergraduate education from Claremont McKenna College, and a master's degree from the University of California, Los Angeles. He has also taught financial planning courses at UCLA for students pursuing the CFP® certification, as well as for employees of City National Bank in Los Angeles. A member of the Financial Planning Association since 1999, he has contributed professional book reviews to the Journal of Financial Planningand appeared in the Wall Street Journal, Bloomberg BusinessWeek, U.S. News & World Report, CNBC, and MarketWatch.He chaired the local school district’s budget advisory committee and currently serves on the investment committee for the Palos Verdes Land Conservancy.
Jenny Warila assists with technology applications. In her previous career, Jenny worked as a program manager for Intuit, whose financial software includes QuickBooks, Quicken, and TurboTax. Jenny has a B.A. from Stanford University and is also a Stanford Certified Project Manager.