Bruce Yenk focuses on both Retirement & Legacy Planning as well as a compliment of other insurances for both business owners and individuals.
Bruce is a Certified Financial Planner™ and holds an MBA from the Lubin School of Management from Pace University as well as a BA in Accounting from Rutgers University. Bruce also holds his Series 7 securities license as well as the appropriate insurance licenses for New Jersey.
Bruce started with Prudential Insurance Company and then worked at Royal Bank of Canada for 10 years as an Account Manager, specializing in risk assessment for both the insurance industry and investment banks. Bruce is a sought-after public speaker and has spoken at over 100 companies across the USA over the last 10 years.
Bruce was recruited by Tribus Financial Group, the largest independent benefits consulting firm in the tri-state area and he was responsible for heading up their Retirement Planning Department. Wachovia Bank purchased Tribus in 2001, which then gave Bruce the opportunity to create his own firm.
Bruce's qualifications include:
- BA Accounting 1983 – Rutgers University
- MBA Financial Management 1994 – Lubin School of Business, Pace University
- Certified Financial Planner 1994 – College for Financial Planning