Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201275
Active Dates
Dec 3, 2024 – Dec 3, 2026
About Bruce Kaserman
Bruce has been involved in Financial Services since October 1985. Over the course of his career, he has held several key financial licenses, including the Series 3, 7, 63, and 51, and he currently holds the Series 65. In addition to these qualifications, Bruce also holds Life, Health, and Property & Casualty (P&C) Insurance Licenses. He is certified by AHIP in Medicare, the National Social Security Advisor (NSSA) program in Social Security Planning, as an IRMAA Advisor, and as a Federal Benefits Retirement Consultant (FBRC). Originally from Merrick, Long Island, Bruce has lived in Vienna, Virginia, since June 2007 with his wife, Dayna. He has two adult children—his daughter is an architect, and his son works in sports analytics. Bruce has also contributed to his community by coaching baseball and basketball, volunteering to raise funds for the Leukemia and Lymphoma Foundation, and raising awareness about the importance of bone marrow transplants in saving lives. Bruce resides with his wife, Dayna, and their two standard poodles, Scout and Sadie. He is an avid fan of the New York Yankees and the New York Islanders.
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
Real Estate Investments
Federal Benefits
Investing
Insurance
Social Security
Financial Planning
General Financial Guidance
Disclosure:
B.G. Kaserman & Associates, L.L.C. (D.B.A. BGK Financial) is a registered investment advisor. B.G. Kaserman & Associates, L.L.C. often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. B.G. Kaserman & Associates L.L.C. makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send B.G. Kaserman & Associates private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note B.G. Kaserman & Associates, L.L.C. does not accept trading or money movement instructions via email.
