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.

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 Faith Lutheran Church in Tallahassee, Florida, and love to spend family time on Florida’s beaches.

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

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This Office

1700 Summit Lake Dr Ste 102 Tallahassee, FL 32317-7964 Phone: (850) 877-0803

Other Offices

1755 Telstar Dr Ste 300 Colorado Springs, CO 80920-1019 Phone: (850) 877-0803