Bruce R. Bendell

Bruce is a CPA and a Personal Financial Specialist (PFS) who has specialized in tax, audit, and financial planning since 1990. Prior to joining Mercer Advisors, in 1999 he co-founded Transitions Wealth Management specializing in holistic wealth planning. Bruce stays up to date on tax law and tax planning issues. Early in his career he worked as an auditor for Deloitte & Touche. Bruce has a bachelor’s degree in accounting from the University of Colorado at Boulder. In the community, Bruce is very active at Shalom Park, a provider of professional healthcare services for elders. He enjoys tennis, skiing, fly fishing, bike riding, family time and finishing each day with ice cream (preferably Carvel).