portrait of Bryce G Wallington

About Bryce

I am fortunate to work in the community in which I grew up and in a career that brings me such fulfillment. As an Edward Jones financial advisor and CFP® professional, I have been working with my community to help them accomplish their most important financial goals since 2009.

After graduating from Westlake High School, I obtained a degree in business administration from the Orfalea College of Business at California Polytechnic State University, San Luis Obispo.

When I’m not working towards my clients’ goals, I am with my amazing wife, Sarah. We both have a passion for travel, cooking and wine....

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • LGBTQ+ Finances

Work History

  • Edward JonesOctober 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • CA Polytechnic State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Cooking
  • Football
  • Running
  • Wine Collecting/Enthusiast

Team Members

  • Karen Nichols
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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