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.

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

NAPFA Start Date

June 07, 2017

Submit
Submit