Bruce G. Blumberg
I help Engineers work toward growing and protecting their wealth in an effort to shorten their path to retirement through my QRA Process. CEO & Portfolio Strategist at Blumberg Wealth Advisors
- Role
- CEO & Portfolio Strategist at Blumberg Wealth Advisors
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Experience
CEO & Portfolio Strategist
Feb 2022 — Present · US
Recognized as a Masters Club Financial Advisor by LPL for 2023 and 2024. Masters acknowledges LPL\'s most successful advisors for their outstanding achievements and commitment to client success. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Syracuse University College of Law
Juris Doctor (J.D.), Trial Practice
1985 — 1988
University at Albany
Bachelor’s Degree, Major: Psychology. Minors: Criminal Justice, History and Combined (required with Psychology Major)
1982 — 1985
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