I am a financial professional with over 35 years of experience.
My focus is YOU…
Financial success in retirement requires ongoing planning and review. I am a local source of advice and a place to discuss your financial future, current needs, life events and changes that occur. I am here as an expert resource to help you navigate the massive amounts of information and news which could affect your current plans or change your needs. My current clients see me as their source of prudent advice and a problem-solving, easy-to-understand professional focused on their wellbeing. I try to focus on kindness and watch for critical events as they occur.
My past employment includes special projects management with assignments in Egypt, Iran, Saudi Arabia and the USA. In addition, I have been actively involved in this community as an elected City Council member, co-founder of a Youth Accountability Program and First President of a regional youth museum.
CA Insurance License #OA48037 Summit Financial Networks is a region of Cetera Advisor Networks LLC. Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Call Bruce Robbins – Rep # 39606
firstname.lastname@example.org – (760) 772-4262
77-564 Country Club Dr #123 Parc Center, Palm Desert, CA 92211