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Bruce Kavenagh, Financial Advisor

FINANCIAL ADVISOR
Bruce E Kavenagh

CFP®
1890 W County Rd 419 Ste 1050, Oviedo, FL 32765opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities
  • Wealth Strategies
  • Business Retirement Plans

About Bruce

My desire as your financial advisor is to understand what is most important to you; to know your financial goals, your hopes and dreams for the future. Using an established process, we will work together to create a personalized strategy in order to help you achieve those goals. I want to be sure you are fully comfortable with the "how" and "why" behind your strategy. I will partner with you, review and monitor your progress, and help keep you informed and on track toward those goals.

I have called Oviedo, Florida home since 1987. I began my career in the financial...

Work History

  • Edward JonesJune 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Alabama-TuscaloosaBachelors

Team Members

  • Martha Buot
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(407) 366-3084

Fax

(833) 295-8188

Office Address

1890 W County Rd 419 Ste 1050
Oviedo, FL 32765opens in a new window

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