Smith Bruer Advisors
Rene Bruer is a Tallahassee, FL financial advisor and investment manager. Smith Bruer Advisors specializes in financial planning, wealth management, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Rene Bruer is a fiduciary financial planner.
What’s your background? I am a CERTIFIED FINANCIAL PLANNER®, but my career began in the United States Marine Corps and continued with the Executive Office of the Governor of Florida as a policy and communications advisor. As a financial planner, I have served institutional clients, families and individuals since 2007.
What degrees do you hold? I have a B.A. in Business Administration from Flagler College and an M.B.A. in Finance from California Lutheran University.
Win any awards? During my time in the Marine Corps and in the financial services industry I have been distinguished with personal awards and achievements for going above-and-beyond expectations.
What do you do for fun? My family and I attend Faith Lutheran Church in Tallahassee, Florida, and love to spend family time on Florida’s beaches.
Tell us about your family: My focus is on my faith and family. I have been married to Beth since 2000 and we are blessed with a daughter, Ella, and son, Henry.
What charities do you support? My family supports the Semper Fi Fund for disabled veterans and Wycliffe Bible Translators.
Rene Bruer's fiduciary obligation is governed by:
Smith Bruer Advisors is a Tallahassee financial planner. As financial planners, we pride ourselves on empowering clients to make decisions. Advisors at Smith Bruer are fee-only financial advisors, we operate as fiduciaries, meaning that we have a duty to put our client’s interests first. Working for, and with, each client, we strive to understand your individual needs.
Since 2001, individuals, corporations and associations have been turning to the experts at Smith Bruer Advisors to help build wealth management plans that reflects their long-term vision and goals. Our team of experts know that establishing meaningful relationships founded on integrity and sound counsel is key to achieving successful financial futures.
We offer financial planning, 401(k) plans, investments consulting, tax planning, estate planning, charitable giving support, and institutional and corporate investment management. After a consultation with your financial advisor, you will receive a plan that will work to meet your financial goals. Our financial plans are goal-oriented, personalized, and backed by academic research. Start planning for your financial future today.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- Edit Ideal Client
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Rene Bruer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Rene Bruer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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