Bruce Deppoliti CFP®, CLTC®

Bruce’s passion for the financial markets began early, driven by a desire to help people navigate the complexities of financial planning. He believes in the principle that “No one plans to fail, but many fail to plan.” With decades of experience, Bruce understands the obstacles that can stand in the way of lifelong financial independence—and he’s committed to guiding clients through them with clarity and confidence.

His approach is simple yet powerful: start planning today for a stronger tomorrow. Bruce specializes in comprehensive financial planning, retirement strategies, and investment management, helping individuals and families create personalized plans that align with their goals.

Outside of work, Bruce values family above all. When he’s not helping clients, you’ll find Bruce on the golf course (he played Division I golf at George Mason University and Niagara University), cheering for Syracuse University sports, or enjoying classic rock and country music.

Bruce loves traveling and has explored breathtaking destinations like Alaska and Hawaii, but his favorite getaway is the Outer Banks, NC where he enjoys the ocean and the laid-back charm of a beach house.

Bruce’s philosophy is clear: “There’s no better time than today to start planning for tomorrow.” Connect with Bruce to begin building your financial future with confidence.