About Us > Our Team > Gerald Bruce

Gerald BruceGerald “Jerry” Bruce, CLU, ChFC, Investment Advisor Representative, is chronologically the senior member of the Financial Pointe team, having entered the Estate Planning and Life Insurance Business in 1968. During his 43 years in practice, Jerry was affiliated with Connecticut General Life Insurance Co., CIGNA Financial Advisors, and Sagemark Consulting. He is a Life Member of The Million Dollar Round Table and also a Life Member of the CGLIC President’s Club and Honor Table.

Jerry is a 1960 graduate of The University of California at Los Angeles (UCLA) and also participated in the MBA program at The University of Southern California (USC). He earned both his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designations in 1987. Jerry is married to his business partner, Judy Mammano-Bruce, who is also affiliated with Financial Pointe. Jerry has two adult children and five grand-children. His son-in-law David Ramos is also affiliated with Financial Pointe.

When not engaged in financial advisory activities for his clientele, Jerry spends his time planning and executing motorcycle events and trips for his Harley-Davidson Motorcycle Club.

Send Jerry an Email

Comments are closed.