Daniel G. Bruza has been providing financial advice to his clients since 1981. Danny is an Investment Advisor Representative/Registered Representative of LPL Financial. He specializes in wealth accumulation, retirement planning and estate transferring for his clientele of business owners, retirees, and professionals.
Danny has extensive training in estate transfer, tax reduction strategies and retirement planning and continues his career-related education to stay on the cutting edge of industry developments in his field. As a result, his clients receive comprehensive and up-to-date advice and service.
When asked to describe his work philosophy, Danny speaks with sincerity and conviction: “My personal mission as a financial advisor is to be recognized by clients and peers alike, as a premier and trustworthy advisor. My focus is to offer prudent financial advice combined with superior client service”.
Through outstanding service and a commitment to excellence, Danny has built a solid client base. He has expanded his business through referrals from satisfied clients. He strives to understand, through close communications, each client’s financial goals, objectives and risk tolerance, and to give each client the personal attention necessary for a successful investment experience.
Recognized by his peers, Danny has received the General Honor Society and the Circle of Honor Award. He has conducted seminars on such topics as “Successful Money Management,” “How to Manage Risk in Volatile Markets,” “The Money Game,” and “Guardianship Emergency Planning”.
Danny is involved with several professional organizations, his past to present include: the Association of Financial Planners of Greater New Orleans, one of the moderators for the annual “Money Watch Live” event. The event is one of the largest financial planning seminars in the New Orleans area. Danny is active with the East Jefferson Chamber of Commerce, and was President of the East Jefferson Business Association for the 2000-2001 year. In addition, Danny is a prior board Member of Dollars for Scholars, Director of Jefferson Performing Arts Society (JPAS), received Board Member of the Year 2003-2004, and JPAS Endowment Fund Chairman.
In his occasional free time, Danny enjoys theater, traveling, hunting, fishing, golf, tennis, and other outdoor activities with his wife Cheryl, and their two children, Alexis and Daniel. Danny has resided in Metairie, Louisiana all his life.