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Bruce Fitzsimmons*   Series 7 & 66      Financial Consultant

A well-respected, east coast Financial Consultant, Bruce Fitzsimmons has helped people of all ages accumulate and manage wealth. Bruce understands that every investor has a unique set of financial goals and that these goals are likely change over the course of a lifetime. Today, the priority may be building wealth; tomorrow, the priority may be generating income. As a result, he tailors flexible planning solutions that help his clients pursue their current financial goals, while positioning their portfolios for the future. He has helped investors manage risk, grow wealth, generate income, plan business succession, minimize estate taxes, and develop sound financial plans for other financial goals.

Before moving his practice to Peak Capital, Bruce was affiliated with AXA Advisors where he spent many hours working with state and local police union members and their families. "I hope that I am making a difference by helping people understand the challenges they face as they pursue their financial goals, and by providing advice that will bring them closer to their goals. I know that I am doing my job well when my clients tell me they are sleeping soundly at night!"

Bruce received a bachelor's degree in Business Administration from Centenary College in New Jersey. He has been licensed by the Financial Industry Regulatory Authority to assist residents of New York and New Jersey with diverse financial solutions and strategies. A lifelong resident of New Jersey, Bruce enjoys the outdoors, sporting events, and spending time with his friends and family.

E-mail Bruce at: bruce.fitzsimmons@peakcapital.com

 

*Bruce Fitzsimmons holds a Series 7 and 66 with LPL Financial, the nation's leading independent Broker/Dealer**, where he is a Registered Representative.

Bruce Fitzsimmons