Bruce R. Bendell

Bruce is a Certified Public Accountant and Personal Financial Specialist with extensive experience in tax, audit, and financial planning since 1990. He co-founded Transitions Wealth Management in 1999, which specialized in holistic wealth planning, before the firm joined Mercer Advisors in 2024.

He remains current on tax law and tax planning issues, ensuring his clients receive the most informed advice. Early in his career, Bruce worked as an auditor for Deloitte & Touche. He holds a bachelor’s degree in accounting from the University of Colorado at Boulder.

Bruce is actively involved in his community, particularly at Shalom Park, a provider of professional health care services for the elderly. Outside of work, Bruce enjoys tennis, skiing, fly fishing, bike riding, and spending quality time with his family. He has a particular fondness for ending each day with ice cream, preferably Carvel.