Eric D. Bruck, CFP®
Eric Bruck, CFP® – Principal - Mr. Bruck has provided comprehensive wealth planning and consulting services with a focus on life fulfillment issues and clients’ quality of life since 1981. With the premise that “financial planning is about the purpose of the money,” he specializes in Second Half of Life transition planning, emphasizing clients’ life fulfillment issues and core values around money. Owners (and former owners) of family businesses, professionals, retirees and divorcees/inheritors are his primary clientele. Preparing for an impending or future transition or better aligning assets toward an asset-based lifestyle and legacy objectives are the focus of much of his planning work with clients. Successful portfolio design and management aligned to the client’s criteria for personal financial success is a hallmark of his practice.
Mr. Bruck has lectured and written widely on Second Half planning and investment policy development. He has been a featured panelist and workshop leader at the L.A. Times Investment Strategies Conferences each year in which they were held, and has been a frequent contributor to the Times “Personal Money Makeover” column. He was interviewed for the educational television series “Dollars & Sense: Personal Finance for the 21st Century” as an expert on Individual Retirement Plans, and profiled in a recent book for entrants to the Financial Planning profession, So You Want to be a Financial Planner, by Nancy L. Jones, CFP®.
He has provided workshops for continuing education credit on Financial Life Planning and Investing for CPA societies, Financial Planning organizations and law firms. He has contributed articles and interviews to a variety of publications and services, including the National Public Radio, Los Angeles Times, BusinessWeek Online, Mutual Funds Magazine, Financial Planning Magazine, E-Trade Online, Financial Advisor Magazine, The New York Times, Oregon Business Media and The Street.com.
He also serves as an “expert witness” at trial in divorce matters, testifying as to the probability of an investment strategy’s ablility to support a marital lifestyle income requirement.
As a principal of his former firm, he was selected by Wealth Manager Magazine as one of the top 250 wealth managers in the U.S. for 2001, 2002 and 2003.
Mr. Bruck holds a Bachelor of Arts degree from UCLA and has earned accreditation from the College for Financial Planning as a Certified Financial Planner®. He has served on the National Association of Personal Financial Advisors (NAPFA) Competency Standards Review Committee, as well as the national Planners Advisory Counsel of the Financial Planning Association. He currently serves on the Executive Committee of The Financial Planning Association, Los Angeles Chapter Board of Directors. He has been registered with the SEC as an Investment Advisor since 1984.