Bruce Resnik

Senior Wealth Advisor

Credentials: CPA.PFS
Years of Experience: 38

Address: 6 West 18th Street, 10th Floor New York, NY 10011
Phone: 212-675-7896
Email: bresnik@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/bruceresnik/

Serving clients nationwide, Bruce and his wife live in New York City with their two sons. He is a member of the American Institute of Certified Public Accountants and the New York State Society of CPA’s.

Bruce is a member of the NYSSCPA Committees on Estate Planning and Personal Financial Planning.

Education
Columbia University Graduate School of Business, MBA
Columbia University School of Law, JD
The Johns Hopkins University, BA (Phi Beta Kappa)

Specialization
Comprehensive Financial Planning
Intergenerational Wealth Transfer
Retirement Planning
Investment Management
Estate Planning
Financial Planning for Civil Unions/Same Sex Couples
Professional Designations
Member of the Bar, State of New York
Certified Public Accountant, New York
Personal Financial Specialist (AICPA)
Business Experience
Senior Financial Advisor, Summit Financial LLC.
Financial Advisor, UBS Financial Services, Inc.
CFO of both public and private companies.
Mergers and Acquisitions attorney at Skadden, Arps, Slate, Meagher and Flom.
Auditor, PricewaterhouseCoopers LLC
U.S. Navy Officer, 1969-1972.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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