Bruce Broussard CFP®, ChFC®, LUTCF®
Senior Wealth Advisor
Professional Experience
In addition to having earned three academic degrees and several industry designations, Bruce has over 35 years of experience helping families work toward their financial goals. Bruce has studied, worked and traveled abroad which has made it possible for him to better communicate a world view to his clients. Additionally, Bruce was an adjunct professor at Orange County Public Schools for Financial Planning Classes and proudly served in the U.S. Navy during the Vietnam conflict. Bruce’s unique team approach of incorporating multiple OMNI financial professionals with specific areas of expertise, allows him to help fulfill his client’s comprehensive financial needs. Bruce’s role focuses on the personal financial strategies aspect of financial services; including estate planning, investment strategies and personal protection strategies. Throughout his career, Bruce has been an active participant in community service organizations such as Mainstreet Orlando, SecureChild ID Kit Program for kids and was Past President of the Oviedo Rotary Club and various Chambers of Commerce. In his free time, Bruce enjoys spending with his wife and family, restoring classic cars, riding horses, cycling, golfing, playing tennis and running.
Professional Services:
Business
Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans
Personal
Family Protection Strategies
Risk Management
Financial Planning
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies