Broker Check
Bruce Rosenberg, CFP®

Bruce Rosenberg, CFP®

Wealth Manager

Bruce is a graduate of DePaul University and has served in the Illinois National Guard. Bruce started his career as an accountant and later moved to the financial services industry, where he has been advising clients for the past 30 years. Bruce became an independent wealth manager in 1993 because he saw a need for helping individuals prepare for retirement by providing investment strategies with the goal of providing an income stream, and preserving and building wealth while managing risk. He has years of financial planning experience providing wealth strategies to people in or near retirement while implementing tax and investment strategies.

Bruce loves technology, especially since it allows him to keep connected to clients while away from the office. Bruce is able to service his client’s needs while at home or on the golf course.

Bruce is a CERTIFIED FINANCIAL PLANNER™ Professional, Licensed Insurance Agent and a Registered Representative, holding the Series 7 and 63 registrations and general securities designated principal 24 registration through Cambridge Investment Research, and Series 65 registration through Cambridge Investment Research Advisors, Inc.

Bruce currently lives in Schaumburg and tries to spend as much of the harsh Midwest winter away in Florida as he can. In his spare time, Bruce enjoys golfing, music, tech gadgets and spending time with his three sons and now his 2 young grandchildren.