Bruce R. Starks, CPA, CFP®

Summary of 33 years of Financial Experience

  • Developed the firm’s instructor led online training program.
  • Project leader in creation of the CPRS™ designation in partnership with The University of Georgia.
  • Creator and inaugural instructor of the in-class Financial Plan Development Course.
  • Instructor for the in-class Trust and Estate Planning course.
  • Co-authored “Georgia Unitrust and Total Return Investing, a Match Made in Heaven” & co-presented same during Fiduciary Law Institute’s annual Trust and Estate Planning convention.
  • Authored nationally recognized retirement planning section of On-Line CFP® Review course.
  • High net worth customers on the private bank, largest client $300MM under management.
  • Series 7, Variable Annuity, Variable Life, and Life licenses.
  • Administered Defined Benefit Plan and Profit Sharing Plan.
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