Financial Advisor
With an upbringing influenced by public service, Bruce has always focused on helping others. He recognizes each person is unique and takes the time to understand and appreciate each client’s individual goals.
Bruce focuses on retirement planning, tax planning and wealth management. He creates and implements a financial plan that fits clients’ distinct goals, wants and needs. He applies himself on a daily basis, striving to provide the highest caliber of holistic financial planning and wealth management to his clients – all with the intent of helping them reach their short- and long-term objectives.
“I better understand a client’s goals, and develop a stronger relationship, by taking the time to listen. I want my clients to all feel confident that their hard-earned money is appropriately allocated and working exactly the way they want it to,” says Bruce.
Bruce served as a financial advisor with Ameriprise Financial before joining Boston Harbor Wealth Advisors in 2016. He earned dual degrees in economics and international affairs from The George Washington University. He also holds the Series 7 and 66 and life, accident and health insurance licenses.
Bruce works closely with Kelsey Kapulka, Client Service Coordinator. View her Bio.
I get great fulfillment from helping people pursue their goals and get their financial lives in order. If I were doing anything else for a living, it would absolutely have to be something where I was helping people. My mother always wanted us to know that everyone deserves to be treated with respect and kindness, and I am honored to uphold her values on a daily basis.
Family is important to me and I couldn’t live without my sister. She is my only sibling and we are very close in age. She lives in New York City, but despite the distance, we always stay in touch and share as many laughs as possible.
I have studied abroad in China twice. I learned a great deal from my time there and came away with a deep appreciation for the Chinese people and their culture. I would love to learn to speak Mandarin. It’s very challenging language to master, but ultimately, I would like to return to China and be fluent in their language.
I am a lifelong resident of Braintree and give back by teaching courses for Braintree Adult Community Continuing Education. Other than that, in my free time, I enjoy golfing, cooking, and traveling.
