Bruce M Mozinski, CFP®, CLU®, CLTC®

Wealth Management Advisor


I have spent over 40 years assisting families in the critical areas of insurance, investments and personal/business planning. As I have a strong belief in the importance of education, I've actively sought out professional designations, including CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant® , Retirement Income Certified Professional® , Chartered Life Underwriter and Charted Advisor to Senior Living, in addition to earning a Master's of Science in Management.

For over 25 years, I recruited, trained and developed other financial services professionals, while continuing to work directly with clients. In 2001 I made the decision to step down from direct management, to focus on building a values-based financial planning practice.

During the last 15 years, I have built a team of professionals, dedicated to addressing the best interests of our clients at all times, through the use of comprehensive planning and best in class financial products. Our belief is that by taking a step back to truly understand our clients values and objectives, we are in the best position for building a plan that is focused on what truly matters most to those we serve. We continue to work with our clients, as they deal with the unforeseen changes that life brings, which helps them to comfortably and confidently move forward.


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