With over 30 years of experience in the financial services industry, and a Certified Financial Planner™ Professional, Bruce approaches client needs-based planning with holistic and comprehensive strategies focusing on medical practices, small business owners and high net-worth individuals. He graduated from Cornell University and Bernard M. Baruch College.
He believes one of the biggest mistakes a business owner can make is failing to plan for the sale or transition of their business. Business owners of the “Baby Boomer” generation must start now to build an effective exit plan to protect their futures.
Bruce received the 2012 - 2017 Southwest Florida Five Star Wealth Manager Award for excellence as a Financial Advisor.*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.