Mr. Buza has more than 20 years of personal financial planning experience. Before joining First Republic, he was a Senior Financial Planner with U.S. Trust Company. With a focus on clients’ investment needs, he helped evaluate the income tax, gift and estate planning aspects of their overall wealth management plans and then developed an asset allocation strategy, managing the implementation and monitoring process. Previously, he was a planning executive with MetLife Institutional, where he provided estate and survivorship planning services to corporate senior executives. In this role, he helped clients create estate plans, integrating a team of legal and financial professionals.
Mr. Buza earned his Bachelor of Arts degree in economics from California State University, Northridge, and completed the personal financial planning program at UCLA. He is a Certified Financial Planner practitioner and a member of the Financial Planning Association.
Wealth Management Experience: 22 Years
Check the background of this investment professional on FINRA's BrokerCheck.