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portrait of Bruce Young
FINANCIAL ADVISOR

Bruce Young

CFP®, ChFC®, CRPC™, CKA®
17301 Pagonia Road Ste 100, Clermont, FL 34711opens in a new window
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About Bruce

My first memory of personal finance was in 1st grade, when my Mom would give me 10 cents for allowance after church on Sundays and then have me put it in the slit of a coffee can in my bedroom drawer.

I must not have taken the hint because I went on to get an engineering degree and work 25 years in sales organizations of large companies such as IBM and Sprint. My wife was a teacher and I used to come home and observe that she was making a difference in the world while I was making a quota,...

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesFebruary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CKA®

    Certified Kingdom Advisor®

Education

  • Univ of KentuckyBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Volunteering
  • Hiking

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 05:30PM
Tue 09:30AM - 05:30PM
Wed 09:30AM - 05:30PM
Thu 09:30AM - 05:30PM
Fri 09:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(407) 654-4915

Fax

(877) 879-3886

Office Address

17301 Pagonia Road Ste 100
Clermont, FL 34711opens in a new window

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