For more than three decades, Bruce has been designing customized financial planning solutions for affluent individuals, successful executives, professionals and business owners in the areas of retirement, investment, estate and business succession planning.
Bruce’s honest communication style and passion for technical and analytical accuracy give him the unique ability to assist clients in navigating through complex financial issues and to motivate them to take important action toward the achievement of their wealth management goals.
“l am passionate about what I do and committed to delivering well thought out and accurate financial planning advice. 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 the Certified Public Accountant (1976) and CERTIFIED FINANCIAL PLANNER“™ (1986) certifications.
*Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.