Rene Bruer| CFP®, MBA
Smith Bruer Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Tallahassee, FL 32308
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Rene Bruer is a Tallahassee, FL Fee-Only Financial Planner serving Tallahassee and all surrounding areas. Smith Bruer Advisors specializes in providing objective comprehensive financial planning advice to help clients build, manage, grow, and protect their assets through life's transitions. Rene Bruer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
My Quick Stats
What’s your background? I am a CERTIFIED FINANCIAL PLANNER®, but my career began in the United States Marine Corps and continued with the Executive Office of the Governor of Florida as a policy and communications advisor. As a financial planner, I have served institutional clients, families and individuals since 2007.
What degrees do you hold? I have a B.A. in Business Administration from Flagler College and an M.B.A. in Finance from California Lutheran University.
Win any awards? During my time in the Marine Corps and in the financial services industry I have been distinguished with personal awards and achievements for going above-and-beyond expectations.
What do you do for fun? My family and I attend Faith Lutheran Church in Tallahassee, Florida, and love to spend family time on Florida’s beaches.
Tell us about your family: My focus is on my faith and family. I have been married to Beth since 2000 and we are blessed with a daughter, Ella, and son, Henry.
What charities do you support? My family supports the Semper Fi Fund for disabled veterans and Wycliffe Bible Translators.
We have you covered. Our comprehensive financial planning approach helps individual investors, businesses and non-profit organizations create financial plans that are easy to understand and can be acted upon.
WEALTH MANAGEMENT SERVICES
We believe in evidence-based investing and diversification backed by academic research. Through an appropriate blend of asset classes we help you develop an investment strategy that manages both risks and returns. We are well versed in securities management and maintain strict fiduciary standards.
Trust and Estate:
Once your estate plan is complete we will work with you or your attorney to develop a comprehensive investment strategy to manage the trust assets.
We have a proactive approach and a range of strategies intended to help you be tax efficient and well positioned for policy changes.
Credit and Banking Advisory:
As a part of a comprehensive financial plan we advise our clients on credit options offered through our various banking and lending partners.
Let us guide you to insurance coverage that makes sense for you and your family. We offer consultation on life, long-term care and disability insurance solutions as part of your financial plan.