Bruce Potter's Location
Denver, CO, US
Bruce Potter's Work
- Private Wealth Manager, Partner @ Heirloom Wealth Management
- Owner and President @ Potter Financial Solutions, Inc.
- Marketing and Business Teacher and Advisor @ Denver Metro Area High Schools
Bruce Potter's Education
- Colorado State University
MA (Business Education)
1988 - 1994 - College for Financial Planning
Certified Financial Planner (Financial Planning)
1987 - 1989 - University of Northern Colorado
BA (Business Education/Marketing)
1976 - 1980
- Colorado State University Pueblo
AAS (Auto Parts Merchandising)
1973 - 1975
Bruce Potter's Skills
- Strategic Financial Planning
- Retirement
- Investments
- Strategic Planning
- Public Speaking
- Leadership
- Management
- Marketing
- Personal Finance
- Small Business
Bruce Potter's Summary
Bruce Potter, based in Denver, CO, US, is currently a Private Wealth Manager, Partner at Heirloom Wealth Management, bringing experience from previous roles at Potter Financial Solutions, Inc. and Denver Metro Area High Schools. Bruce Potter holds a 1988 - 1994 MA in Business Education @ Colorado State University. With a robust skill set that includes Strategic Financial Planning, Retirement, Investments, Strategic Planning, Public Speaking and more, Bruce Potter contributes valuable insights to the industry. Bruce Potter has 2 emails on RocketReach.
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