Rene Bruer (CFP®, MBA)

Rene Bruer focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

My focus is on comprehensive financial planning, both for individuals and institutions. I specialize in investment management, trust and estate planning, tax management and retirement planning. 

Additional Information

My Quick Stats

What’s your background? I am a CERTIFIED FINANCIAL PLANNER™, but my career began in the United States Marine Corps and continued with the Executive Office of the Governor of Florida as a policy and communications advisor. As a financial planner, I have served institutional clients, families and individuals since 2007. I am currently on the financial planning faculty at the University of Colorado.

What degrees do you hold? I have a B.A. in Business Administration from Flagler College and an M.B.A. in Finance from California Lutheran University.

Win any awards? During my time in the Marine Corps and in the financial services industry I have been distinguished with personal awards and achievements for going above-and-beyond expectations.

What do you do for fun? My family and I attend Eternal Rock Lutheran Church in Castle Rock, Colorado, and love to spend family time hiking and biking Colorado’s beautiful mountains.

Tell us about your family. My focus is on my faith and family. I have been married to Beth since 2000 and we are blessed with a daughter, Ella, and son, Henry.

What charities do you support? My family supports the Semper Fi Fund for disabled veterans and Wycliffe Bible Translators.

NAPFA Start Date

June 07, 2017


This Office

1755 Telstar Dr Ste 300 Colorado Springs, CO 80920-1019 Phone: (719) 301-1565