Bruce L. Resnik, JD, MBA, CPA/PFS

Years Experience:
  • 38

Summit Financial Resources, Inc.

6 West 18th Street, 10th Floor

New York, NY 10011

Direct Line: 212-675-7896

www.bruceresnik.com

 

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-4563

Email: bresnik@sfr1.com

Serving clients nationwide, Bruce and his wife live in New York City with their two sons. He is a member of the New York State Bar Association, the American Institute of Certified Public Accountants and the New York State Society of CPA’s.

Bruce is a member of the NYSSCPA Committees on Estate and Personal Financial Planning.


Education

  • Columbia University Graduate School of Business, MBA
  • Columbia University School of Law, JD
  • The Johns Hopkins University, BA (Phi Beta Kappa)

Specialization

  • Comprehensive Financial Planning
  • Intergenerational Wealth Transfer
  • Retirement Planning Investment Management
  • Estate Planning
  • Financial Planning for Civil Unions/Partnerships

Professional Designations

  • Member of the Bar, State of New York
  • Certified Public Accountant, New York
  • Personal Financial Specialist (AICPA)

Business Experience

  • Senior Financial Advisor, Summit Financial Resources, Inc.
  • Financial Advisor, UBS Financial Services, Inc.
  • CFO of both public and private companies.
  • Mergers and Acquisitions attorney at Skadden, Arps, Slate, Meagher and Flom.
  • Auditor, PricewaterhouseCoopers LLC
  • U.S. Navy Officer, 1969-1972.