Bruce G. Reich, CPA, MBA
Bruce G. Reich is Senior Vice President of Apogee Financial Partners and has over 30 years of finance and tax experience. Bruce earned his M.B.A. in Finance from Kennesaw State University in Georgia and holds a B.A. in both Economics and Accounting and Information Systems from Queens College in New York. He was a licensed CPA and has completed numerous graduate level tax courses at Georgia State University.
With his education and experience as a CPA, Bruce brings a unique understanding of tax strategies to his financial services practice. His focus is on developing significant tax-savings and asset protection strategies for individuals, families and small businesses. Having worked with hundreds of small business owners, Bruce recognizes that many are unaware of the opportunities that exist to utilize the financial resources of their businesses to help secure their retirements. He feels it is critical to educate clients about these concepts so they can make confident financial decisions that will have a positive impact on their long-term future.
A significant number of Bruce's clients are referred to him by CPA's. This collaborative approach allows CPA's to offer financial solutions to clients that extend beyond traditional accounting strategies thus leveraging the CPA's time.
Bruce serves as in-house consultant to Apogee advisors in the area of advanced market concepts and enjoys mentoring new financial professionals. He is a seven-time Excalibur Award winner, an award given to the number one associate at Apogee Financial Partners. He is also a five-time Diamond Club Qualifier, twelve-time Premier Producer Group Qualifier and Lifetime Member of President's Club for National Life Insurance Company*. In addition, Bruce is also a past winner of the National Republican Congressional Committee's "Georgia Small Businessman of the Year" Award.
In his free time Bruce enjoys spending time with his children, flying gliders, exercising, traveling and raising tropical fish. He volunteers his time reading to children in inner city schools and working at the Zaban Couples Night Shelter and Habitat for Humanity.
Bruce G. Reich is insurance licensed in Georgia.
*Membership and awards are based on sales criteria.
Tax advice and accounting services are offered independently of the National Life Group of companies.