Broker Check

Our Team

Bruce Formes

Retirement Specialist, Financial Advisor*

As a father of three, grandfather of 5 (for now), and family man of over 40 years, Bruce has worked hard to instill in his family and his practice the values and morals that keep families happy, prosperous, and fulfilled.  His passion for lifelong learning and constant improvement has allowed him to help family and friends as they search for their own meaningful purpose.

A 16-year veteran on the financial service industry, Bruce cares deeply about his clients and pays close attention to help ensure his clients assets allow them the freedom to pursue their own passions.

Having completed four years of study at community college and CSUF, Matthew brings his passion for helping others to his Dad’s practice.  Establishing this team also allows Bruce to realize a long-held desire to work with family in his business.  The benefit for clients is a combination of hard-won experience with fresh and youthful perspectives.  It also provides clients with a built-in continuation model that seeks to offer consistent financial management in the decades to come.

Their commitment to the community is evidenced in Bruce’s active involvement in church activities in choir, numerous committees, and as lay-leader.  He has held several leadership positions as a volunteer with the Anaheim Chamber of Commerce.  A California native and product of Orange Countyschools, Bruce and his wife Lois have lived in Fullerton for 6 ½ years.  Now that his practice is also in Fullerton he and Matthew look forward to being actively involved in the community and giving their time for worthwhile causes.

Bruce loves music, gardening, reading, and movies.  He is an avid Dodgers and Angels fan.  He graduated in 1991 from the University of La Verne with a B.S. in Business Administration, but admits that that was only the beginning of his education.  Matthew loves music, cooking, movies, and reading.  He is also a big Dodgers fan and is working hard to expand his education in business and financial services.

Together, Bruce and Matthew are working hard for their clients, while also trying to make our community a better place to live.  Go see them.  They’d love to get to know you!

Matthew Formes is not registered with FSC Securities Corporation.

Matthew Formes

Dir. of First Impressions

Matthew Formes is not registered with FSC Securities Corporation.