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Matt Bruner CERTIFIED FINANCIAL PLANNER™ RICP® ChFC®

Matt Bruner CERTIFIED FINANCIAL PLANNER™ RICP® ChFC®

High School Hockey Coach

Followers of Matt Bruner CERTIFIED FINANCIAL PLANNER™ RICP® ChFC®610 followers
location of Matt Bruner CERTIFIED FINANCIAL PLANNER™ RICP® ChFC®Libertyville, Illinois, United States

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  • Timeline

  • About me

    Financial Advisor at COUNTRY Financial

  • Education

    • The American College of Financial Services

      2016 - 2017
      Retirement Income Certified Professional Retirement

      Enhanced retirement income planning knowledge.There is an urgent demand for practical ways to structure effective retirement income plans. Today’s regulatory environment underlines this need. Study with the nation’s leading retirement income planning experts to learn best practices in Social Security claiming, risk management, decumulation planning, distribution strategies, and more.The RICP® program offers relevant solutions to modern retirement income planning scenarios ranging… Show more Enhanced retirement income planning knowledge.There is an urgent demand for practical ways to structure effective retirement income plans. Today’s regulatory environment underlines this need. Study with the nation’s leading retirement income planning experts to learn best practices in Social Security claiming, risk management, decumulation planning, distribution strategies, and more.The RICP® program offers relevant solutions to modern retirement income planning scenarios ranging from the common to the complex. Additionally, in response to the U.S. Department of Labor's new fiduciary rule, The College's expert faculty have updated the RICP® curriculum to reflect the changing landscape of the financial services environment. Show less

    • Palm Beach Atlantic University

      2007 - 2011
      Bachelor's degree Minstry and Leadership Studies

  • Experience

    • Warren Hockey Gurnee

      Jan 2011 - Jan 2015
      High School Hockey Coach

      -Implement strategies to develop players to become strong leaders and expand hockey competency -Offer constructive feedback and encouragement to players during competition and practice

    • Faith Church of Grayslake

      Jan 2011 - Jan 2013
      Family Ministry Director

      -Planned and organized all family programming including weekly youth group meetings and special events -Equipped volunteer staff by facilitating ongoing development and training events -Oversaw all aspects of the youth budget including expense submission and reimbursement-Maintained records of youth events and set measurable goals for program participation-Assisted students in planning and managing fundraising initiatives for trips and special events

    • BNI-After Hours

      Jan 2013 - Feb 2017
      Member

    • COUNTRY Financial®

      Jan 2013 - now

      COUNTRY Financial® serves about a million households and businesses throughout the United States. It offers a wide range of insurance and financial products and services including but not limited to auto, home, life, disability income, farm and fixed annuities. To learn more, visit www.countryfinancial.com.Property / Casualty policies issued by COUNTRY Mutual Insurance Company®, COUNTRY Casualty Insurance Company® or COUNTRY Preferred Insurance Company®, Bloomington, IL. Life/Disability Income policies issued by COUNTRY Life Insurance Company® or COUNTRY Investors Life Assurance Company®, Bloomington, IL. Annuities issued by COUNTRY Investors Life Assurance Company®, Bloomington, IL. Availability and amount of coverages and discounts vary by state. Information contained here is not a statement of coverage. For more information view our full terms and conditions: http://www.countryfinancial.com/SiteController?url=/staticNav/termsAndConditions Show less

      • Financial Advisor

        Jan 2013 - now

      • Financial Representative

        Jan 2013 - now

    • BNI Global

      Feb 2017 - now
      BNI Networkers Plus

  • Licenses & Certifications

    • Chartered Financial Consultant®

      The American College of Financial Services
      Feb 2023
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Aug 2023
      View certificate certificate

  • Volunteer Experience

    • Packing Meals

      Issued by Feed My Starving Children on Jan 2011
      Feed My Starving ChildrenAssociated with Matt Bruner CERTIFIED FINANCIAL PLANNER™ RICP® ChFC®