Bruce P De Falco, MBA

Specialties

I like to start each client relationship by building a picture of who you are and what you hope to one day achieve. From here, the process evolves into analyzing your personal situation to develop strategies specific to your circumstances. My clients fall under two main categories: Personal, including Wealth Management and Financial Consulting, and Business. On the Personal side my areas of specialization consist of:

Portfolio Review, Risk Assessment, Asset Allocation, Investment Selection for: Mutual Funds, Annuities, Insurance, Stocks, ETFs, Bonds, and REITs, Investment Management, Retirement Strategies, Insurance Analysis, Tax Planning, Estate Conservation, Family Legacy Development, and Incorporating Life Changes. On the Business side, I am experienced in Retirement Plans: 401(k), SIMPLE, and SEP, IRA (Traditional & ROTH), and Insurance: Life, Health, Disability, and Long Term Care.

Meet the Business Owner

Bruce D.

Business Owner

I have been a Financial Advisor since Feb 1987. I started my career with a large financial planning firm here in Las Vegas. I have lived in Las Vegas since May 1970. Throughout my life I’ve learned the importance of having a comprehensive life plan. This sparked my transition towards personal finance. Now, I seek to help people achieve their financial dreams by considering a broad range of goals, aspirations, challenges and possibilities that life holds. My work enables me to channel my life’s lessons and experiences to benefit others so they can be prepared for whatever life may bring.

Outside of work, I have raised three amazing sons who are pursuing their dreams. Nick, my oldest is working on his MBA at MIT. Randall, my middle son is a chef at a Michelin Star restaurant in New York City, and Colin, my youngest, is at Fuller Seminary, studying for his MDiv.

In my community I serve as treasurer for Red Rock Christian Fellowship and as a member of The Society For Financial Awareness.