Bruce has the financial and life experience to serve accomplished professionals, business owners and executives. He is a decision maker capable of acting decisively on behalf of his clients to assist them with major financial issues.
Like you, Bruce sees his life and work in a public context. He spent a decade working as a health care administrator at Cedars-Sinai Medical Center in Los Angeles, and Beth Israel Medical Center in New York City. Today, he serves on the Executive Committee of the board of the Los Angeles County Sheriff’s Youth Foundation, and formerly on the Board of Governors of Century City Doctors Hospital (2006-2007). For several years, he shared his financial acumen as a lecturer at American Jewish University in the Adult Education Program.
Planning for every aspect of life
As a former hospital administrator, Bruce knows the day-to-day life and pressures experienced by working professionals. He relates to attorneys, executives and other decision-makers with many priorities and little time to plan.
As a CFP® professional, Bruce can help you address your biggest financial priorities head on—building wealth, managing your investment portfolio, protecting the wealth you have, planning your career or retirement transition.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.