About Bruce Neterer
Bruce Neterer is a Private Wealth Manager with Sterling Financial Management. Bruce guides individuals, families, and business owners towards financial freedom through investing and financial planning. He also works with pension plans and 401(k) plans, helping owners and employees save for retirement. He holds the CERTIFIED FINANCIAL PLANNER® designation with the CFP Board as well as the Qualified 401(k) Administrator (QKA) designation with ASPPA.
Although a client’s financial situation can often be complex, Bruce focuses on providing simple and understandable advice. He often works closely with them implementing investment strategies, retirement planning, college funding, Social Security planning, Medicare considerations, tax optimization, and insurance needs.
Bruce is an active member of the community which includes being a member of the Rotary Club of Waynesboro, ambassador of the Waynesboro Chamber, board member of Hearthstone Retirement Home in Waynesboro, board member of the local Waynesboro YMCA, Treasurer of Waynesboro Area Business Education and Community Foundation, and coaches soccer.
Bruce received a Bachelors in Business Administration from PennWest University, with dual majors in Finance and Economics. During his time at PennWest University, Bruce played for the Men's soccer team, was a member of the finance club, and the treasurer for the faith-based organization STAND.
Bruce currently lives in his hometown of Waynesboro Pennsylvania, with his wife Kaydee and their daughter Francesca. He has many different hobbies such as playing soccer, hunting and fishing, wood working, and enjoys the outdoors with his family.
About our Firm
Sterling Financial Management offers our clients a full-range of financial products, including FDIC Insured CD’s, institutional investment managers, stocks, bonds, mutual funds, and annuities. We understand the financial goals of our clients will continually change and will require a dynamic selection of investment choices to keep pace. Sterling Financial Management has partnered with LPL Financial, one of the largest independent broker-dealers in the country. LPL Financial advisors have over $1.9 trillion of assets under management. LPL Financial has no proprietary products and offers their independent advisors’ access to independent research on stocks, bonds, mutual funds, annuities and asset managers across every asset class.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
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