Bruce Kaserman, NSSA® & IRMAACP™ Advisor · Vienna, VA
Bruce Kaserman
President, BGK Financial
Professional Profile
Bruce Kaserman is the President of BGK Financial, located in Virginia, and a respected leader in the financial services industry since 1985. With extensive experience and a commitment to client success, Bruce holds the prestigious NSSA designation, along with being a Certified Financial Fiduciary and Certified I.R.M.A.A. Advisor. His knowledge and expertise encompass a wide range of financial planning areas, making him a reliable partner for individuals seeking guidance on Social Security strategies and beyond.
As a certified professional, Bruce Kaserman has completed the National Social Security Advisor program and the IRMAACP™ Medicare & IRMAA certification, bringing specialized expertise in Social Security and Medicare planning to clients.
As the owner of B.G. Kaserman & Associates, L.L.C., Bruce utilizes the Altruist Third Party Advisor Platform to provide seamless investment advisory services to his clients. His professional practice is built on trust and transparency, ensuring that your financial future is managed with the highest level of care and professionalism.
Outside of his professional endeavors, Bruce is a dedicated family man, soon to celebrate nearly 38 years of marriage with his wife, Dayna. Together, they raise two children, Ilyssa, an architect in Chicago, and Harris, who successfully runs his own sports analytics firm in New York. Bruce is also a proud dog owner to two Standard Poodles, further reflecting his commitment to family values. A passionate sports fan, he follows the NY Yankees, NY Islanders, NY Knicks, and Miami Dolphins, bringing the same enthusiasm and dedication to his work as he does to his favorite teams. Trust Bruce Kaserman for reliable and knowledgeable financial guidance in your journey toward financial security.
Disclosure
B. G. Kaserman & Associates, L.L.C. (D.B.A. BGK Financial) is a registered investment advisor. Information in this message is for the intended recipient(s) only. B. G. Kaserman & Associates, L.L.C. often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. B. G. Kaserman & Associates L.L.C. makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send B. G. Kaserman & Associates private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note B.G. Kaserman & Associates, L.L.C. does not accept trading or money movement instructions via email. Please visit our website bgkfinancial.com for important disclosures.
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