Finance is the cornerstone of all trade. Getting the right advice is critical in these uncertain
times. Good financial advisors can make a considerable impact on the wealth and success of
any individual or business. Choosing the right one is a difficult task; selection depends both on
trust and performance.
Bruce Elfenbein is a Certified Financial Fiduciary® with over sixteen years of experience in
financial planning and advice. For those who aren’t aware of the term “fiduciary”, since it isn’t a
prolific word – this word implies a trusting relationship, which is the cornerstone to Bruce’s
success. Let’s face it, when engaging a financial adviser for financial planning and pension
strategy; trust is the most critical component in the relationship. As a fiduciary, Bruce has been
certified to always place his client’s best interest first…no matter what.
Bruce has helped many clients over the years to determine their expenses, income, insurance
coverage, financial objectives, tax status, and risk tolerance. He has a strong track record;
providing robust plans and secure financial advice about insurance coverage, investment
planning, taxation, cash management, retirement plans and pensions. He specializes in
powerful tax strategies for business owners and professionals.
Over the years, Bruce kept his finger on the financial pulse in this turbulent world to maintain
those valuable client relationships. Knowing the clients; addressing their needs and suggesting
the best changes to their portfolio, keeps Bruce at the top of his game.
Bruce is active in imparting his years of experience to the next generation; simultaneously
teaching for two different 501(c)3 non-profit corporations with the American Financial Education
Alliance (AFEA), and the Association of Financial Educators (AFE) in Hollywood Florida.
We are pleased to welcome him to Executives Diary