LPL Investment Advisor Representative
Danny G. Bruza, ChFEBC has been providing financial advice to his clients since 1981. Danny is a Chartered Federal Employee Benefits Consultant and a Financial Advisor for Livingston Financial Group. He specializes in wealth accumulation, retirement planning, and estate transferring for his clientele of federal employees, business owners, retirees, and other professionals. Through outstanding service and a commitment to excellence, Danny has built a solid client base. He has expanded his business through referrals. He strives to understand, through close communication, each client’s financial goals, objectives, and risk tolerance, and to give each client the personal attention necessary to pursue a successful investment experience.
In his occasional free time, Danny enjoys theatre, traveling, hunting, fishing, and other outdoor activities with his wife Cheryl, and their two children, Alexis and Daniel. Danny has resided in Jefferson Parish, Louisiana all his life.
Danny has extensive training in Federal Employee Benefits, asset allocation; retirement planning, and estate transfer and continues his career-related education to stay on the cutting edge of industry developments in his field. Danny holds Series 7, 63, and 66 securities licenses through LPL Financial. Currently, Danny is working with federal employees and agencies by giving government retirement seminars that discuss general retirement planning, concepts as well as specific pension, survivor benefits, FEGLI, TSP, and long-term care. As a result, his clients receive comprehensive and up to date advice and service.