Bruce D. Chadbourne, Jr., CFP^®

For more than three decades, Bruce has been designing customized financial planning strategies for affluent individuals, executives, professionals and business owners in the areas of retirement, investment, estate planning strategies and business succession planning.

Bruce’s honest communication style and passion for technical and analytical accuracy give him the distinct ability to assist clients in navigating through complex financial issues and to motivate them to take important action toward the pursuit of their wealth management goals.

“l am passionate about what I do and committed to delivering well thought out and accurate financial planning guidance. My role is to assist my clients in building their wealth and preserving it for generations to come.”

Bruce’s education and professional qualifications include a Bachelor’s degree in Accounting from the University of Florida and earning and CFP® certification in 1986.