Savvy Ladies Volunteers

Bruce Lorenz, CFP®, MBA, FHFMA

Volunteer’s Bio

Financial Advisor, NewRetirement Advisors. Bruce joined the financial services industry and became a Certified Financial Planner professional to help people achieve their financial goals, plain and simple. Bruce spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one on one with individuals and families, helping them plan for the future and live their best life. As a CFP ® fiduciary, Bruce provides investment advice and financial planning guidance, helping clients create holistic financial plans, making the most of their time and money. Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He is certified as a Fellow with the Healthcare Financial Management Association and a CFP ® professional.

Areas of Expertise (as specified by volunteer)

Financial Planning, Family Finances, Healthcare.