Advisor at Envision Asset Management, Inc.
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Firm
Envision Asset Management, Inc.
Location
Plantation, FL
Credentials
CFA®, Series 66
Industry experience
17 years
Bruce Konners is the sole advisor at Envision Asset Management, Inc., an independent firm based in Plantation, Florida. He holds the CFA® designation and Series 66 license, with 17 years of industry experience. His prior experience includes roles at Cathy Pareto & Associates Inc. and Bluekey Personal Wealth Planning. Outside of his advisory work, he is involved as a director and volunteer with the University of Florida Hillel. Envision Asset Management serves individual, corporate, and institutional clients, offering portfolio management and financial planning through a boutique, one-advisor model. The firm combines traditional asset-based arrangements with a subscription-style engagement and supplements client communication with periodicals and newsletters.
Based on Envision Asset Management, Inc.
Plantation, FL
Florida
Cathy Pareto & Associates Inc.
2016 - 2017 (1 year)
Bluekey Personal Wealth Planning
2015 - Present (11 years)
Imagination Productions Inc
2011 - Present (15 years)
Envision Global Wealth Management, Inc.
2008 - Present (18 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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