Elizabeth Bruer (CFP®)
Elizabeth Bruer focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
I begin client relationships with a thorough discovery process to gain a deep understanding of each individual's needs, goals, and risk tolerance. I believe a customized financial plan should encompass a client’s entire financial picture and should empower individuals and families to make informed decisions.
My investment philosophy is grounded in evidence-based principles, drawing on decades of rigorous academic research. I focus on harnessing the power of long-term compounding and abstain from market timing and speculation.
Additional Information
What degrees do you hold?
I have a B.A. in Psychology from Flagler College and an M.S. in Personal Financial Planning from Kansas State University.
What do you do for fun?
I enjoy reading, hiking, pilates, watching documentaries with my husband, and trying new restaurants.
NAPFA Start Date
September 03, 2024
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