SELF-ACTUALIZING PURPOSE
AND independence.
Bruce Elfenbein Is in the business of serving his community with straightforward planning and a solid work ethic. After graduating from the University of Maryland, Bruce became successful in sales and marketing for a national franchise. He led many entrepreneurs to success and felt satisfaction in knowing that he could have a positive impact on the lives of others. Bruce fell into financial services on the side and became a top agent nationwide. It was here that everything changed; Bruce realized the significant difference he could make in people’s lives through financial services and truly fell in love with the business.
Bruce launched an independent practice because he saw the deficiencies in working with a big box firm. His independence would allow him to serve his client’s needs more efficiently, with access to various strategies for maximum impact. However, his journey would come to a halt when he was diagnosed with cancer in 2007. After overcoming a long battle, he would return to the career he loved, working with firms once again, before finally reopening his private practice.
Bruce believes he now has the opportunity to give back to his community as an educator, which is a dream come true. He is well known for his penned reports and studies on retirement planning and for being a contributor to the Wall Street Journal. Bruce believes in doing right by his clients; that’s why he wants to ensure they have a guaranteed paycheck well after their working years so they can live the retirement they envision.
