Bruce has more than 30 years experience in the Accounting and Financial Services Industry. He graduated from Florida State University with a Bachelor of Science majoring in Accounting.
Bruce has successfully completed:
- The Certified Public Accountancy (CPA) Exam,
- The Certified Financial Planning (CFP®) Designation,
- The Tax-Exempt & Governmental Plan Consultant (TGPC) Designation,
- Registrations include: Security Series 7, 63, 65
He is currently working on his Retirement Income Certified Professional (RICP®) Designation.
Bruce’s financial specialties are retirement planning for higher education (ORP/403(b)), 401(k)/qualified-plan and IRA rollovers, College Funding–529 Plans and Life Insurance.
He guides his clients in choosing the proper Social Security Benefit options.
Bruce taught “Employee Benefits and Retirement Planning” to Certified Financial Planning (CFP) students at the University of Houston. He is a member of the Certified Financial Planners (CFP), Financial Planning Association (FPA), National Tax Sheltered Association (NTSA) and Financial Services Institute (FSI)
He is a charter member of the Rotary Club of Kingwood, a member of Lake Houston Chamber of Commerce, and a graduate of Leadership North Houston sponsored by Lone Star College System.
Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.