Bruce Smith, MBA, AIF^®

CFO, CCO, Principal, Advisor, Director of Retirement Plans

Bruce joined Premier in 2002, bringing with him more than 25 years of experience in international businesses ranging from banks to real estate and insurance. He is responsible for Premier’s business retirement plan clients, including trustees and participants, and managing the firm’s overall finances. Bruce is a member of Premier’s senior management team and Board of Directors. He holds a Series 65 license and is an Accredited Investment Fiduciary, which allows him to conduct fiduciary audits for retirement plans and individual investment programs.

Bruce holds a Bachelor’s degree in psychology from the University of California-Berkelely and an MBA in finance from San Francisco State University.

Contact Bruce Smith at bruce@premieradvisor.com