Bruce A. Perhach
Certified Fund Specialist (CFS)
Investment Advisor Representative
Bruce A. Perhach, of Perhach Associates Wealth Management, is a Certified Fund Specialist with more than 25 years experience in the Financial Services Industry, providing comprehensive financial planning and asset management services to individuals of every income level and financial management background.
From the new investor to the investment-savvy corporate executive, Bruce and his team of highly qualified associates provide every client with a custom, personalized plan and team approach to estate, tax, financial, investment, and insurance planning and risk management. Perhach Associates Wealth Management is dedicated to helping clients understand the complexities of today's investment environment and empower them with the information, education, guidance and navigation skills needed to achieve life's most important financial goals.
Bruce launched his career in 1990 and went on to build a reputation as an industry leader uniquely dedicated to the clients he serves. He majored in Economics at the University of South Carolina, and obtained his insurance license (1990) and securities license (1991). He became a Certified Fund Specialist in 2015.
An expert in fixed-income, securities, investments, insurance, financial planning, and financial service operations management, Bruce has worked successfully with clients from nearly every investment level and financial market. He is an active member of the Financial Services Institute, the Institute of Business and Finance, is a registered representative with Royal Alliance Associates, Inc., an AIG company, and is a listed investment advisor representative, working closely with Investment Advisors Asset Management, LLC.
Bruce's visionary direction, broad knowledge base and critical success have followed a consistent theme: "We don't manage money, we manage people's money." His true gift is in being a trusted financial coach, manager, and quarterback for his clients, seeing to it that all the pieces of the financial plan work. He has a vast understanding of asset allocation, foreign and domestic integration, performance and risk evaluation, modern portfolio theory, post MPT theory, tax efficiency, and retirement income planning, and with his expert guidance, his clients have the opportunity to become knowledgeable in these areas, as well.