Bruce Kajiwara, CFP®
Managing Director
Bruce Kajiwara brings over four decades of experience in financial services to his role as Managing Director at TSG Wealth Management. He began his career in 1979 as a public accountant with Price Waterhouse, one of the then–Big Eight CPA firms, in Los Angeles. Since then, Bruce has worked with a range of independent financial advisory firms, delivering trusted guidance and strategic financial solutions to individuals and businesses.
In 2003, Bruce joined the Sacramento office of Financial Network Investment Corporation (now Cetera Advisor Networks LLC), where he focused on personalized wealth planning in the areas of retirement, tax, estate planning, investment strategies, asset allocation, and overall financial management. Now at TSG Wealth Management, he continues that client-centric approach, leveraging the expanded resources of one of the industry’s most respected wealth management firms.
Bruce holds the Certified Financial Planner® certification, is a non-practicing Certified Public Accountant (CPA), and also holds the Personal Financial Specialist (PFS) designation.
Even though he no longer practices as a CPA, Bruce remains deeply involved with the CPA profession. He has served as a director in the Sacramento Chapter of the California Society of CPAs (CalCPA) and has chaired the chapter’s Estate and Financial Planning Committee for more than 18 years. He is also a former co-vice-chair of CalCPA’s State Personal Financial Planning Committee.
Passionate about financial literacy, Bruce is committed to helping clients and communities understand their finances. He has been a long-time member and past chair of CalCPA’s Financial Literacy Committee and currently serves on the board of California Jump$tart, a coalition working to improve financial literacy among California’s youth.
CA Insurance License Number: 0B44093. Resident State: CA.