MSFS, CLU®, ChFC®, RICP®, LUTCF
October 2017Bruce Cumby is the president of Cumby, Spencer & Associates Financial Group of Newtown Square, Pa. For more than 32 years, he has developed a niche for working with baby boomer clients with an excellent understanding of the many unique challenges of the pre- and post- retirement stages. Bruce utilizes extensive industry knowledge to design solutions for his clients in retirement planning, estate planning, and wealth management. He also provides expertise in business succession planning and in executive and employee compensation and benefits. He focuses on clarifying his clients’ goals while creating a road map for their success.
As a member agent of The Nautilus Group®, a service of New York Life, Bruce belongs to an elite group of industry leaders who have exclusive access to the in-house support of planning professionals with credentials in law, taxation, accounting, insurance and finance. Bruce is also an investment advisor representative with Eagle Strategies, LLC, a registered investment advisory group. The combination of resources of The Nautilus Group and Eagle Strategies enhances Bruce’s ability to provide a more comprehensive platform for his high net worth clients and business clients.
Bruce is presently a board member of LaSalle Academy, a non-profit dedicated to educating inner city children from grades 3 through 8, and an active member of the Newtown Square Rotary. Bruce is currently a member of the New York Life Council and of the Court of the Table for the Million Dollar Round Table (MDRT). He previously served as a member of the Philadelphia and Delaware County Estate Planning Councils. He also is a past NAIFA board member and past president of the Yeadon Fire Company. Bruce attended St. Joseph’s University and earned his Master of Science in Financial Services (MSFS) and his professional designations from The American College of Financial Services.