Eric Bruck Email & Phone Number
"Principal-Emeritas", Community Relations and Business Development @ Silver Oak Wealth Advisors, LLC
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Eric Bruck Location
- Los Angeles, CA, US
Eric Bruck Work
- 2007 -2017 Principal @
- 2005 -now "Principal-Emeritas", Community Relations and Business Development @
- 2019 -2024 Executive Committee Member at Provisors @
- 2006 -2018 Group Leader Associate, Executive Committee Member @
- 1997 -now Executive Committee Member @
- 2011 -2012 Chairman Of The Board @ Financial Planning Association of Los Angeles
- 2008 -2011 President @ Financial Planning Association of Los Angeles
- 1998 -2010 Member @ The Nazrudin Project
- 1996 -2002 Founding Partner @ Bruck & Caine Advisory, Inc.
Eric Bruck Education
- college for financial planning
Certified Financial Planner Practitioner (CFP(r)) (Financial Planning)
1986-1988 - UCLA
BA (Political Science, History;)
1964-1967 - Financial Transitionist Institute
CeFT (Guiding Financial Decision Making in Life Transitions)
Eric Bruck Skills
- Critical Thinking
- Marketing
- Communication
- Interpersonal Skills
- Coaching
- Teacher Mentoring
- Client Services
- Life Transition Coaching
- Investments
- Financial Planning
- Wealth Management
- Retirement
- Investment Strategies
- Retirement Planning
- Wealth
- Strategic Financial Planning
- Trusts
- 401k
- Estate Planning
- Financial Planners
- Financial Advisory
- Portfolio Management
- Wealth Management Services
- Insurance
- Investment Advisory
- IRAs
- Personal Finance
- High Net Worth Individuals
- Professional Mentoring
- Alternative Investments
- Networking
- Succession Planning
- Disability Insurance
- Leadership
- Personal Financial Planning
- Bonds
- Life Insurance
- Securities
- Investment Management
- 401(k) Retirement Savings Plans
- Asset Management
- Microsoft Office
- Training
- Strategic Financial
- 401k Retirement Savings Plans
- Management
- Personal Financial
- Business Development
- High Net Worth
- 401 Retirement Savings Plans
Eric Bruck Summary
- Eric Bruck, based in Los Angeles, CA, US, is currently a "Principal-Emeritas", Community Relations and Business Development at Silver Oak Wealth Advisors, LLC. Eric Bruck brings experience from previous roles at Silver Oak Wealth Advisors, LLC, ProVisors and Provisors. Eric Bruck holds a 1986 - 1988 Certified Financial Planner Practitioner (CFP(r)) in Financial Planning @ college for financial planning. With a robust skill set that includes Critical Thinking, Marketing, Communication, Interpersonal Skills, Coaching and more. Eric Bruck has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Silver Oak Wealth Advisors, LLC Employees
Eric Bruck
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Alyssa Crews
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Laura Robayo
Chief Compliance Officer (CCO)
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