"I am most satisfied when my baby boomer clients trust me and feel confident in their futures. They are able to achieve dreams like owning a vacation home or traveling abroad, because they understand our motto that planning for your future is the next best thing to knowing your future."
For more than 30 years, Bruce has been providing financial planning, tax planning and investment advisory services to his individual and business clients. He is especially committed to helping the baby boomer generation (those born between 1946 and 1964) achieve financial independence. He knows that many in this age group find themselves sandwiched between caring for aging parents and putting their own children through college, which can seem like an impossible situation. Bruce assures his clients that it is manageable -- with the right financial plan in place.
Bruce is also responsible for the firm's Strategic Alliance Professional Program, designed for CPA® professionals who are developing a financial planning practice. This successful program has taught numerous CPAs how to better understand financial planning and asset portfolio management so they may educate their clients on the importance of these activities.
Before joining Access Wealth Planning, Bruce was the Chief Financial Officer for a multi-conglomerate communications company, where he was responsible for acquisition, portfolio management, and retirement plan administration. His business accomplishments have qualified him for membership in the American Association of Entrepreneurs, as well as the Financial Executive Institute. He received the Outstanding Service Education Award from the Foundation of Accounting Education in both 2000 and 2001.
An educator at heart, he has made numerous appearances on financial programs on ABC and CBS radio, as well as The Boomer Financial Radio Network. He has written many financial articles for business and trade magazines and newspapers, and is a regular contributor and the publisher of the firm's two semi-annual newsletters, The Advisor and Financial Advice for the Baby Boomer. Bruce has also been a guest lecturer for the New York State Society of CPAs and for private corporations.
Bruce is a member of the Financial Planners Association, the American Institute of Certified Public Accountants (AICPA®), the New York State Society of Certified Public Accountants (NYSSCPA®) and the New Jersey Society of Certified Public Accountants (NJCPA®). He is the past chairman of the NYSSCPA®'s Personal Financial Planning Committee and is presently an active member on the NJCPA®'s Personal Financial Planning Committee. A graduate of Pace University, he earned his Bachelors degree in Business Administration, went on to become a Certified Public Accountant (CPA®) and then obtained his Personal Financial Specialist (PFS®) designation, which is only granted to CPAs who meet stringent requirements of the AICPA®.