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
- 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
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