Skip to main content

Bruce Alden Financial planner serving Vinings, GA

CRPC™

Request an appointment
Bruce Alden

About me

With more than three decades of financial planning experience, I help people create, implement, and continuously improve a personalized financial plan. My favorite conversations with clients are when I get to tell them to spend the fun budget we created together while they’re still able. It’s your money, and you should enjoy it! Outside of work, I enjoy being home with my family, following F-1 racing (especially Red Bull/Max Verstappen) scuba diving and golfing.

See Bruce's Full Bio

Certifications

Chartered Retirement Planning Counselor™

Education

Studied, Business/Marketing - University of Alabama

Studied, Business/Marketing - University of Toledo

Services

Financial planning, Retirement planning, Investment management, Insurance guidance, Tax planning, Estate planning

Locations

Vinings, GA

What our clients are saying about our planners

Real experiences from real clients who trust us with their financial future.

Lisa P

Bruce Alden and Edelman Financial Engines has been a valued partner and friend in helping my husband and me plan for early retirement. We worked on saving strategies, prioritizing spending and paying off debts as well as visualizing what being retired looked like for us. Being 62 and retired has given us the ability to travel while we’re still healthy and truly enjoy our goals! It wasn’t until 3 years into our planning journey with Bruce that I discovered our Mom’s were best friends in college and still friends after 60+ years. He wasn’t selected as our planner because of that fact. He was chosen because he truly cares about the retirement successes of his clients. The Mom connection just cemented that fact for us.

Request an appointment

Edelman Financial Engines requests that current clients share their experiences. No compensation is paid for their testimonials and EFE does not control the content. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.

 

Please see the important information below if the planner holds a CFP® designation. Not all planners will hold this designation.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Working With US

Financial planning is a personal pursuit. As your financial advisor, I’ll get to know you – your specific goals, your concerns and what you want to accomplish. By understanding where you’d like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we’ll build a personalized plan that can give you the best opportunity to reach your goals.

 

Frequently asked questions

A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.

Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.

A financial advisor can help you focus on the future and gain control of your personal finances. Edelman Financial Engines financial advisors know how to help optimize your portfolio for today – and adapt it for tomorrow. Our advisors will guide you every step of the way as you embark on your new journey.

While not all of our advisors are able to take on new clients at this time, if you have a preference to work with a particular advisor, we will do everything that we can to accommodate your request.

Every financial advisor at Edelman Financial Engines is listed on our website with their credentials and work experience. You may use Find a Financial Planner to connect with an advisor near you.

You may also view the SEC’s public disclosure website for financial advisors.

We recommend that you work with an advisor who is in your area. For those who do not live close to an Edelman Financial Engines office or are otherwise unable to meet in person, we have the option of having a virtual relationship. Don’t see a location near you? Our National Advisor Center can help.

Here at Edelman Financial Engines our goal is to provide the very best service and experience possible to our clients. On our website, we have each of our advisors and their profiles available to the public. If you would prefer to meet with another advisor who was not assigned to you, please just let us know and we will do everything that we can to accommodate you.

Your wealth planning team is led by your local advisor in your area, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.

The latest insights from our experts