Local Retirement Planning With a Personal Approach
Meet Bruce G. Kaserman
IRMAACP, CFF, NSSA Certified
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Bruce Gary Kaserman has been a financial services professional since 1985. Originally a Long Island native, Bruce has resided in Vienna, VA since June of 2007.
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Bruce is registered as a Series 65 Investment Professional, which permits him to act as an Investment Advisor and a Fiduciary. Bruce also holds the designation of National Social Security Advisor issued to him by the NSSA (National Social Security Association), which is a designation fully recognized by FINRA. He is also fully licensed to provide life, health, and property & casualty insurance products
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Bruce has been happily married for over 38 years to his wife Dayna.
They have two adult children that are both successful professionals in their own right.
Bruce and Dayna also have two standard poodles, Scout and Sadie. Bruce has been involved in numerous community events, including his activities with his synagogues in Long Island and Virginia. He also enjoys all types of music and is an avid sports fan.
Although he lives in the DC area, he still roots for his childhood favorite teams: the New York Yankees and the New York Islanders. Since he has a bachelor’s degree with an emphasis on American History, Bruce loves visiting all of the American Revolution and Civil War sites throughout Virginia.
Scout
Sadie
What Retirement Readiness Looks Like & Why I’m Passionate About It
“Driving Results for Clients”
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A Smarter Way to Think About Retirement
Retire Like a Shark
Co-authored by Kevin Harrington and Bruce G. Kaserman
Why do so many people feel uncertain about retirement today?
Because the rules keep changing. Markets move. Healthcare costs rise. Taxes don’t go down. And most people were never shown how all the pieces actually fit together.
What is Retire Like a Shark about?
It’s about thinking differently. The book brings together experienced financial, tax, and business professionals who don’t believe in shortcuts or hype.
This isn’t about getting rich quick. It’s about not making costly mistakes and having a plan you actually understand.
Insights from Retire Like a Shark:
In The Media
Retire Like a Shark
Hosted By: Kevin Harrington
Interviewed by my co-author Kevin Harrington to discuss insights from our book, “Retire Like a Shark”, and important considerations surrounding retirement planning and long-term financial preparedness.
Grow Your Business and Grow Your Wealth
Hosted By: Gary Heldt, Jr.
Recently guest on Gary Heldt Jr.’s (President and Owner, Small Business Advisors) podcast to discuss strategies for navigating Social Security and planning for a more secure retirement.
Check out the conversation to hear key insights and practical considerations for making informed financial decisions.