Bruce Stone CLU CHFC
Bruce heads up the advanced planning team for StoneKimbro, with a specialization in serving in the role of Strategic Wealth Advisor to successful, high net worth business owners. He has deep industry experience and a particular expertise in the unique areas of estate, business succession and overall tax planning through a service known as Wealth Logistics. Bruce was a principal and founder of Financial Freedom Senior Funding Corporation, formerly a division of One West Bank FSB. FFSFC was the largest originator of reverse mortgages in the U.S. He is also a founding board member of Peer Investment, Inc., a company dedicated to revolutionizing the Reverse Mortgage industry for the coming senior demographic boom, providing retirement income, as well as resources for other financial planning needs. Professionally, he holds the Chartered Life Underwriter and Chartered Financial Consultant designations. He is also a Registered Investment Advisor and a Registered Principal.