Bruce L. Fleet is one of the leading financial advisers in the country. A former Wall Street brokerage “top-producing” broker and Senior Vice President of Investments for more than 20 years, he has been recognized by the media and been awarded numerous professional distinctions. He is a Certified Investment Management Analyst (CIMA) and received the Investment Strategist Certificate from the Wharton School of Business at The University of Pennsylvania, via the Investment Management Consultants Association. Bruce was also one of Wall Street’s top corporate trainers, educating new and tenured investment executives for a major world wide brokerage firm. He is currently the managing principal and Registered Investment Advisor of Fleet Capital MBruce L. Fleet is one of the leading financial advisers in the country. A former Wall Street brokerage “top-producing” broker and Senior Vice President of Investments for more than 20 years, he has been recognized by the media and been awarded numerous professional distinctions. He is a Certified Investment Management Analyst (CIMA) and received the Investment Strategist Certificate from the Wharton School of Business at The University of Pennsylvania, via the Investment Management Consultants Association. Bruce was also one of Wall Street’s top corporate trainers, educating new and tenured investment executives for a major world wide brokerage firm. He is currently the managing principal and Registered Investment Advisor of Fleet Capital Management in Colorado. The experience Bruce gained through working with both sides of the investment management industry, commission based and fee only, along with his “bird’s eye view” of the industry, provides invaluable education and advice for investors. He pulls no punches when sharing this information with his audience. Bruce has a deep understanding of the benefits and abuses an investor may experience. The fact that Bruce was the target of a “bear market” investor complaint, and was a participant in an NASD arbitration proceeding, allows for a first hand account of the incompetent regulatory process. Bruce Fleet is a true professional. He has regularly placed his client’s interest above those of his own. Many of Bruce’s clients live mortgage free due to his persistent advice of living debt free. This action alone has cost Bruce considerable income, as monies available for investments have been used to accomplish this task. Bruce has completed his second book, (under contract with Penguin Books) which is written to help investors revisit some basic and old truths from the bible, to assist in making better investment decisions today.
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