Bruce Friedman
CEO Big Fish Wealth Partners LLC
- Role
- Investment Professional at LPL Financial
- Location
- Highland Park, IL, US
- LinkedIn followers
- 500 followers
About Bruce Friedman
I have worked in the financial industry since 1989, beginning my career at Northern Trust…
Experience
Investment Professional
Sep 2025 — Present · US
As CEO of Big Fish Wealth Partners LLC, I lead the strategic direction and operations of our newly established financial services firm. • Collaborate with LPL Financial to deliver tailored investment solutions to our clients. • Foster a culture of innovation and excellence within the team to enhance client satisfaction and business growth.
Skills
- Wealth Management Services
- Term Life Insurance
- Disability Insurance
- High Net Worth Individuals
- 401k
- Employee Benefits
- Life Insurance
- Finance
- Health Insurance
- Securities
- Estate Planning
- Trusts
- Insurance
- Financial Advisory
- Investment Advisory
- Wealth Management
- Portfolio Management
- Investment Strategies
- Series 7
- Retirement
- Strategic Financial Planning
- Investments
- Long-Term Care
- Asset Allocation
- Mutual Funds
- Asset Management
- Retirement Planning
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