Brent Bunger

Brent Bunger is the co-founder, President, and a Director of Legacy Capital Group California, Inc., an independent wealth advisory firm he established in 1992 alongside Richard Baer. The firm is a Registered Investment Adviser based in Los Gatos, California, and has operated as a referral-based, fiduciary planning practice for roughly three decades. Brent serves on the firm's Plan Design and Investment Management teams and is involved across the full planning and investment process for clients.

He holds a B.S. in Political Science from Santa Clara University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). His securities and insurance credentials include the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and a California Life and Health Insurance License (CA Dept. of Insurance #0698066). He has also served as a Board Member and Chair of Endowed Giving at the Los Gatos Community Foundation.

Legacy Capital Group California positions itself as an independent member firm of PartnersFinancial and serves high-net-worth individuals, small business owners, and emerging wealth professionals — describing the client as the "CEO" of their financial life and the firm as the "CFO." Services span investment advice, tax and entity planning, estate planning, retirement planning, and risk management/insurance.

Important accuracy note: the stub data described Brent Bunger as an "Angel Investor" making "Seed Round" investments. Nothing in the available public record supports this. The verifiable Brent Bunger associated with a "Legacy Capital Group" is a wealth-management principal, not a startup angel investor. (Note also there are unrelated individuals of the same name — e.g., a Brent Bunger at Ilan Investments/Adara Communities in real estate — who should not be conflated with this profile.)

• Practices planning-first, fiduciary wealth management rather than product-driven sales — Brent has publicly stated the industry needs to shift "from being product-oriented to being planning-first oriented."
• Emphasizes "investing by plan rather than investing and hoping" — disciplined, plan-based portfolio management over speculation.
• Serves high-net-worth individuals, small business owners, and emerging wealth professionals, with an integrated approach covering investments, tax, estate, retirement, insurance, and charitable giving.
• Operates a referral-based practice (since 1992), acting as a fiduciary in clients' best interests.
• No venture/angel/seed-stage investment thesis or startup check-writing activity was found; that characterization in the stub appears to be a data error.