Tom Brucia, CFP®
Certified Financial Planner
Tom Brucia is an experienced income tax preparer, a Registered Representative of Cetera Wealth Services, LLC, and a CERTIFIED FINANCIAL PLANNER™ Professional with more than 30 years in the financial industry.
His licenses and designations include:
- B.S. in Accounting, St. John’s University, Jamaica, NY
- Series 7, 53 and 63 securities registrations
- CERTIFIED FINANCIAL PLANNER™ Professional
- New York State Life, Accident and Health Insurance licenses
He began his career as an operations analyst for a municipal bond brokerage firm in Manhattan in 1983. His specialties include tax preparation, portfolio construction & management, fixed income securities and brokerage operations.
For further information regarding any aspect of your tax needs, contact us at: (516) 692-2744.
The Stefans Group encompasses Summit Wealth Advisory Associates, Stefans Law Group, and Summit Tax Advisors. Tax services offered by Summit Tax Advisors. Legal and tax services offered separately from Cetera Wealth Services, LLC, which does not provide legal or tax advice.