Rene Bruer

CFP®, MBA

Smith Bruer Advisors

Co-CEO/Financial Advisor

Rene Bruer

CFP®, MBA

Smith Bruer Advisors

Co-CEO/Financial Advisor

As a fiduciary financial planner, I want to empower people to make decisions. Our firm focuses on comprehensive financial planning to help you achieve your goals and not sell you products. - Rene Bruer, CFP®, MBA

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:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

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:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations
  • Edit Ideal Client

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

Contact Rene Bruer

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 1809 Miccosukee Commons Drive
    Suite 114
    Tallahassee, FL 32308

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser