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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 the Co-Founder and Co-CEO of Smith Bruer, a fee-only registered investment adviser firm. With a financial career spanning back to 2007, my background includes roles as a financial advisor at a Florida regional bank and an insurance-based broker-dealer. Prior to finance, I served as a non-commissioned officer in the United States Marine Corps and held roles with General Dynamics Information Technology and the Florida Governor's Office. I have a passion for education and have taught finance at Flagler College and the University of Colorado Boulder.

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.

What do you do for fun? I enjoy exploring Colorado's beautiful outdoors with my wife and our two Goldendoodles.

NAPFA Start Date

June 07, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5825 Delmonico Drive Suite 320 Colorado Springs, CO 80919 Phone: (719) 301-1565
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