BRUCE LORENZ

blorenzwebsitebio L. Bruce Lorenz, CFP® , MBA

joined the MPPL team in 2016 and works with individuals, families, and businesses to establish successful financial plans that will achieve their desired goals. Bruce’s responsibilities include developing client relationships, gathering and analyzing data, and implementing and monitoring financial plans for clients. He assists advisors and supports the overall work functions in the Duluth area office.

Prior to joining the financial services industry, Bruce served in a number of healthcare finance leadership positions. He has a profound understanding of financial topics and concepts, and enjoys opportunities to share his knowledge in a variety of educational settings.

Bruce has recently acquired his CERTIFIED FINANCIAL PLANNER™ certification; he also has a B.A. degree in Journalism, a B.S. degree in Business Administration with a minor in Communications from Union College, Lincoln, NE, and an M.B.A. degree from Kansas University.

Bruce is licensed to provide investment advisory services. Please refer to our Disclosure Brochure and Privacy Policy links below for full disclosure of any potential conflict of interest.

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of this investment professional on FINRA’s BrokerCheck.

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