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Bruce W. Anesi, CFP®

Bruce W. Anesi, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

Bruce is a CFP® professional whose career includes 23 years in healthcare financial planning and over 10 years in personal financial planning and investment management. He believes that client education is a key element in the financial planning process, and has been a financial literacy program instructor at several large corporate and municipal venues.