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Bruce Upham

Bruce Upham,

Financial Advisor

512 527-0671,
Ext. 207

bupham@finsvcs.com

Address

Asset Strategies Group
7600-B Capital of Texas Highway
Suite 340
Austin, TX 78731

 


Bruce joined the Sapient Financial Group in Austin (Asset Strategies Group, LLC) in February 2009. His focus is on investments and long term care. As a Financial Advisor he can offer securities and investment advisory services thru MML Investors Services, Inc. He also has access to insurance products offered thru Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.

In his second decade as a Financial Advisor, Mr. Upham has a long history of working with public and private educators at the University to Elementary levels. He enjoys working with families and business owners to help them reach their financial goals.

In 2007 and 2008 he qualified for VALIC's President Cabinet, reserved for the top 75 Financial Advisors in the US. In 2002, 2003, 2004, and 2005 he received the VALIC Gold Star Award from VALIC for work with his clients.

Bruce and his wife Tracie are enjoying raising their three sons in the hill country. Bruce is also active in his community and church, in addition to serving his third term as Mayor of the Village of Bear Creek.

Education

  • Texas A&M University, Bachelor of Business Administration, 1979



Bruce Upham is a registered representative of and offers securities and investment advisory services through MML Investors Services, Inc., member SIPC. 10101 Reunion Pl. #300 San Antonio, TX 78216, (210) 342-4141.