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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