Our Qualifications

Bruce A. LanciaCRPC®, entered the financial services industry more than 28 years ago after working in the private sector for a Fortune 100 company in Corporate Planning and in the public sector as an Air Force Instructor teaching Project Management curriculums.  

Bruce is a Chartered Retirement Planning CounselorSM ,(CRPC®).   Graduates of the CRPC® Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to clients.  The course covers key issues that occur throughout all phases of retirement planning.  The designation is awarded to students after they successfully complete the curriculum, pass a proctored final examination, and sign a code of ethics commitment and declaration form. The CRPC® Program prepares individuals for the changing demands of the retirement planning profession.  The CRPC® curriculum emphasizes the importance of understanding each client's individual financial situation, and then analyzing his or her related needs and identifying investment opportunities that will best meet those needs.

Bruce has taught Financial Education classes for Continuing Professional Education at Columbus State Community College at the main campus as well as at several off campus centers. 

Bruce is a registered representative and investment advisor representative with Cetera Advisors LLC.  He is also licensed by the State of Ohio Department of Insurance in Life, Health, Disability, Long Term Care and Variable Annuity.  He holds a Bachelor of Science degree in Business emphasis in Financial Services from Wright State University, 1988. This degree focuses on all aspects of personal financial management including insurance, investments, real estate, taxes, estate planning, retirement planning, education funding, and debt management. The degree is registered with the IBCFP (International Board of Standards and Practices for Certified Financial Planners) and graduates are eligible to sit for the Certified Financial Planner examination.