"I know Bryce as an individual of high quality who puts Service before Self."

Bill Simon

Co-Founder & Co-Chairman
William E. Simon & Sons LLC

"Bryce Noel has been a trusted advisor for many years."

Frank E. Baxter

CEO of Jefferies & Company (1987-2000)
Ambassador to Uruguay (2006-2009)

"Bryce's innovative planning showed me ways I could greatly reduce my estate transfer cost."

Lee Iacocca

American Icon

"Attorneys in our firm have found Bryce’s planning solutions innovative, creative and useful."

Patricia L. Glaser

Senior Partner
Glaser Weil LLP

Bryce's planning: “Very creative and cost effective, state of the art.”

Michael (Mike) Sullivan

Sullivan Automotive Group

Bryce Noel talks investing on
Fox Business

Bryce Noel on Succession Planning
on Fox News

Professional Partnerships

Law firms, Accounting firms, Architectural firms, Engineering firms for example.

Some professionals don’t retire because they don’t want to. Some professionals don’t retire because they can’t. A good exit strategy provides the right option(s). My unique services provide unique and powerful solutions.

Corporations / Businesses

Provide strategies to secure generational continuity of substantial closely held businesses.

Regardless of the talent and abilities of the next generation, the transition between generations is challenging at best. The obstacles any business faces can be overcome with sophisticated planning. To be effective, your individual business and situation requires its own specific solution. My experience and education allow me to serve you as the architect for those solutions.

Personal Wealth Transfer

Insure that the minimum loss from estate taxes is achieved.

There will be $50 billion in estate taxes over the next 10 years via the “Baby Boomer Generation.” My objective is to minimize your risk, and protect/shield your estate from becoming part of this figure.

Unparalleled Experience

At this point in my career I take pride in being one of the best educated, credentialed and experienced people/professionals in my field.

After serving in the Army, I completed an undergraduate degree in Economics. I felt Economics was a strong foundation to prepare for a variety of professional opportunities, whether Law, Finance, Banking or Insurance.

I have always believed in life-long learning and have continued to refine my skill set through multiple post-graduate degrees and certifications with the twin objective of better serving my clients and advancing my knowledge in my specific areas of focus:

  1. Business continuity
  2. Estate (transfer) tax
  3. Retirement funding)

I funded my last two years of college selling Life Insurance and made the decision that this would be my future. It was clear that the first credential I should (earn) was the CLU (Chartered Life Underwriter) designation. The CLU designation is the gold standard for my industry requiring formal education, a minimum of five years of field experience and two days of rigorous testing. I became one of the youngest in the industry to achieve this designation.

Later in my career, as the marketing VP for a major life insurance company’s wholly owned subsidiary, I discovered Pepperdine University’s Presidential Key Executive Masters of Business Administration program (MBA). This program provided the focused training in the areas of on Marketing, Analysis and Management Psychology that I was looking for.

The MBA was quickly followed by the ChFC (Chartered Financial Consultant) designation from the American College. A program focused on financial products and solutions for more complex estate needs and higher net worth individuals.

In The American College (the preeminent institution for education in the insurance industry) added a master degree in Financial Services MSFS to their curriculum. As I felt that more is better in terms of/with regard to client-based knowledge, I acquired this degree as well.

Along the way there were, and still are, many continuing education seminars, special classes and tutorials. I have taken advantage of these and continue to do so.

I am Bryce Noel (CLU, MBA, ChFC, MSFS) and am well prepared to provide a range of exclusive services in my field.