Life and Employee Benefits
800-262-9998 Ext. 113
Bruce is a graduate of the University of Southern California, School of Business. He has been in the insurance business since 1978. He spent 9 years with Standard Insurance Company of Portland Oregon and 14 years with the Principal Financial Group where he served as General Manager of the Orange County Agency. He has won numerous awards throughout his career including the Grand Trophy winner at Principal heading the top sales office in the country. He has served on various industry boards throughout his career. From the American College he earned his Chartered Life Underwriter designation in 1986 and his Chartered Financial Consultant designation in 1989. He has been a guest speaker in over 15 states and Canada. He is a registered representative of National Financial Partners, and an investment advisor representative, he holds series 2, 6, 7, 24 and 63 licenses through FINRA.
Bruce’s business philosophy and style is simple, he has the ability to simplify complex ideas and concepts. Integrity is the backbone of his practice. “A client first and foremost must have absolute trust in the advice they are given. Then they need to feel confident in that advice. My relationship with Post Insurance allows for those two traits of trust and confidence to be the tagline of our practice.”
Bruce has been married to his high school sweetheart Kim for 37 years, they have two children. Sarah has earned both undergraduate and graduate degrees from USC in geriatric medicine. Alex is a graduate of UNLV majoring in hotel administration with an emphasis in professional golf management. Bruce and Kim reside in San Juan Capistrano where together they enjoy golf, travel and Italian cooking.