About Me
President/CEO
Bruce Hearon, President and Chief Executive Officer, has been assisting individuals and families with their financial goals for over two decades. As an experienced registered investment advisor and realtor, he specializes in showing investors how to invest their “tax qualified” funds (i.e.; IRA, 401K, 403B, ROTH IRA, etc.), into alternative investments like real estate. His practice focuses on providing straightforward, honest, easy-to-understand financial advice.
Bruce is Series 65 licensed. He has a Florida real estate license, as well as life and health insurance license. Bruce has resided in Sarasota County for nearly two decades with his wife Michelle, and their daughters, Brittany and Lauren. His hobbies are scuba diving, fishing, and golf. Bruce has resided in Sarasota County for the past 23 years with Michelle, his wife of 31 years, their daughters, Brittany and Lauren, and their dogs Chloe & Charlie.
He also maintains a Florida Real Estate license. Before he entered the financial and real estate industry, he was a professional ice-skater with Ice Capades and Holiday on Ice in Europe. He was one of the first skaters ever to do a “back-flip” on ice.
Our Mission Statement
As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.