Kevin Bruce, CFA, CFP
Founder

®

Over a 20+ year time frame God has allowed me the opportunity to work with individuals, families and institutions.

  • ​I have served as an Advisor's Advisor. Registered Investment Advisors nationwide have entrusted me to manage 100's of millions of dollars of their client's assets, and to provide them with economic and investment research.

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  • I have traveled across the country, representing the top independent broker dealers, researching and interviewing investment management companies, portfolio managers, and investment strategies and made recommendations that affected 100's of advisors and 1,000's of clients nationwide.

  • I have served 100's of individuals and families from all walks of life, helping to build, preserve and distribute wealth according to their core values. 

  • ​I have obtained the two most highly regarded designations in the investing and financial planning industry: The Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.

Whether or not we ever meet, I want you to know that through all of my experience, the two most important things I have learned about money and investing are:​

1. The peace of mind, sense of accomplishment, and contentment that everyone seeks with their financial decisions is independent of your level of wealth or worldly possessions, and is only found through having faith in and following God.

2. There is no better investment than an investment in others.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2023 by Waterside Wealth Advisors