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BRUCE S. UDELL CLU, CHFC, MCEP, RFC

BRUCE S. UDELL CLU, CHFC, MCEP, RFC

CEO

It’s been 40 years in this industry and I still love coming to work every day. I love helping my clients experience more enjoyment from their wealth: more fun, more impact, more confidence, and more happiness in their lives. That energizes me and gives me great purpose.

I enjoy learning, and I really enjoy helping others learn. It has been an honor to speak at conferences and teach advanced estate planning classes to business professionals and it’s why Kiplinger chose me as a contributing advisor for their web content. My book, Enjoy Your Wealth and Pass it On, has helped many people learn how to find happiness by becoming a wise steward of their wealth. 

I am a Chartered Financial Consultant, a Master Certified Estate Planner and a Chartered Life Underwriter. I hold an Advanced Estate Planning certificate from The American College in Bryn Mawr, Pennsylvania.