Bruce A. Jentner, CFP^®

President

Jentner Wealth Management

3677 Embassy Parkway
Akron, OH 44333

FINANCIAL ADVISOR'S WEBSITE

www.jentner.com

1-866-JENTNER

+1 More Number

(330) 668-1000

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Bruce Jentner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jentner Wealth Management in Akron, OH and the surrounding communities.

Financial Advisor Overview

Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio, that seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States, by offering fee-only financial planning and proactive, globally diversified investing. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments and foundations. Jentner’s proven, cost-effective investment strategy focuses on earning meaningful returns for clients over the long term while continually providing confidence in one’s investments, making for a successful investment experience.

Financial Advisor Experience

Bruce Jentner founded Jentner Wealth Management in 1984 because he saw a need for effective wealth management targeted toward clients’ most significant financial goals. He specializes in investment management, estate and retirement planning, business-succession planning and strategic planning.

The success of Jentner Wealth Management and Bruce’s proven financial strategies have made Bruce a frequent speaker to organizations representing high net-worth individuals and families, such as The Ohio Society of CPAs, Financial Planning Association, Akron Pension Council, American Subcontractors Association, American Business Women’s Association, Greater Akron Chamber of Commerce, Financial Management Association and Akron Tax and Estate Planning Council.

He currently serves on the Board of Directors of the Greater Akron Chamber of Commerce, is on the Executive Advisory Board for the Mercy Economic Development International Corporation and is a member of the Akron Tax and Estate Planning Council. Bruce is an alumnus of Leadership Akron, is a former member of the Chamber’s Small Business Council and was a member of the Ohio Governor’s Small Business Advisory Council. Bruce is also a past president of the Northeast Ohio Chapter of the International Association for Financial Planning, now known as the Financial Planning Association, of which he is also a member.

Bruce shares financial insight on Mondays at 8:15 a.m. on 640 WHLO during Wall Street Journal This Morning.

Bruce became a CERTIFIED FINANCIAL PLANNER™ professional in 1985 and was a magna cum laude graduate of Kent State University with a Bachelor of Science in Education in 1977.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Senior Advisor (CSA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances