Summit Financial Resources, Inc.
6 West 18th Street, 10th Floor
New York, NY 10011
Direct Line: 212-675-7896
bresnik@sfr1.com
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

 

 

 

 

 

 

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

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

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

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

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.

Personal:
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 New York City Bar Association, the American Institute of Certified Public Accountants and the New York State Society of CPA's.

Bruce is a member of the Estate Planning Council of New York City and also a member of the NYSSCPA Committees on Estate and Personal Financial Planning.