Mr. Buza has over 20 years of personal financial planning experience. As a Wealth Advisor, Mr. Buza is responsible for providing customized wealth management solutions for clients of First Republic Bank. Prior to First Republic, Mr. Buza was a Senior Financial Planner with U.S. Trust Company. With a focus on the client's investment needs, Mr. Buza helped evaluate the income tax, gift and estate planning aspects of the client's overall wealth management plan. He helped clients develop an asset allocation strategy and managed the implementation and monitoring process.
Prior to U.S. Trust, Mr. Buza was a Planning Executive with MetLife Institutional. He provided estate and survivorship planning services to corporate senior executives. Mr. Buza helped clients create estate plans integrating a team of legal and financial professionals.
Mr. Buza is a CERTIFIED FINANCIAL PLANNERTM professional. He earned his Bachelor of Arts in Economics from California State University, Northridge and completed the Personal Financial Planning program at the University of California, Los Angeles. Mr. Buza is a member of the Financial Planning Association.
Wealth Management Experience: Since 1995
Check the background of this investment professional on FINRA's BrokerCheck.