RAI Investments: assisting your financial planning needs
Bruce Hagan started RAI Investments 30 years ago to assist businesses and individuals with their financial planning needs. A graduate of Florida State University, Bruce proceeded to spend three years at a Federal Reserve Bank of Jacksonville, working in treasury bills, notes, and bonds; his exposure at the bank led him into the securities business. Implementing his experience and interests, he started RAI Investments and has been a Certified Financial Planner since 1997.
RAI Investments is a full service financial planning firm that serves small businesses, nonprofits, and individuals. Specifically, the company helps businesses and individuals with retirement plans, college education plans, and purchasing and selling various securities; concerning nonprofits, RAI Investments provides asset management, investment policy review, and fiduciary compliance guidelines. Bruce takes pride in the objective advice and reasonable fees he offers his clients. He finds that clients enjoy working with a company they can trust as an experienced and established firm. Additionally, while many firms focus on wealth accumulation, RAI investments goes a step further to utilize proactive strategies in the distribution stage with clients.
Outside of RAI Investments, Bruce has managed to serve the community as well. He served on the board of Goodwill industries for eight years and was at one point the president. For the past eight years, Bruce has been an adjunct instructor at Florida State University; he teaches an online course that is recognized by the Certified Financial Planner board of standards. In addition, he is also an alumni advisor for Kappa Alpha Order at FSU and a deacon at Faith Presbyterian Church. He and his wife, Page, have been married for 27 years and together they have a 22 year old daughter and 19 year old son. In his spare time, Bruce enjoys offshore fishing and golf.
By: Lauren Novo, Staff Writer
Submitted by