Executives
Loading planner profile...
BE
Bruce D. Eckfeldt
Co-Owner
CFP®
Willis Eckfeldt7525 SE 24th Street, Suite 505, Mercer Island, WA 98040-2336
Broker Affiliation: Mutual Securities
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Pre-Retiree
Major Milestones I Specialize In
Retirement Planning
Sudden Wealth or Inheritance
Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Bruce has been a co-owner and CERTIFIED FINANCIAL PLANNER™ with Willis Eckfeldt since 2008. As a CFP®, he makes it a priority to maintain a practice designed to support the financial and lifestyle goals of legacy clients and their referrals. Every client has a unique story, and Bruce appreciates the valuable contribution he can make to it. Carefully assessing their particular needs, he partners closely with each client to help them achieve their short- and long-term financial goals.
Disclosures
Investment advisory services offered through Mutual Advisors, LLC, an SEC Registered Investment Adviser. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.