My name is Bruce W. Anesi, CFP®, and I am the owner and founder of Open Road Wealth Services, LLC. The inspiration for the name Open Road Wealth Services, LLC came from my long-time passion for motorcycling, which came about from hearing my Dad’s tales of being a rider in his younger years. During my 40+ years as a motorcycle rider, I have occasionally been stuck in traffic and found myself frustrated about being impeded on my journey. Eventually, there came those "glorious moments" when traffic cleared and I could open the throttle to proceed without obstacles in my way. It's a biker's happy place...
At Open Road Wealth Services, LLC, we strive to provide similar "glorious moments" for our clients by addressing the obstacles that impede them from reaching their financial and life goals. For some, the obstacles are a lack of understanding about the financial planning process. For others, it is a lack of time to devote to that process.
I have always enjoyed the feelings of freedom, power, independence, responsibility, control and duty that riding a motorcycle generates. As a CERTIFIED FINANCIAL PLANNER™ professional, I help my clients experience similar feelings about their financial matters:
- the freedom to know that their important life goals can be funded;
- the power to make informed decisions about how to pursue those goals;
- the independence to choose investments that offer potential pathways to success;
- the responsibility to participate in the financial planning process;
- the control of one’s financial future based on the choices that are implemented; and
- the duty to one’s family members to ensure their well-being is preserved even after the client is gone.
My path to becoming a CERTIFIED FINANCIAL PLANNER™ started with the realization that I like people more than I like big institutions. For the first 23 years of my career, I worked in the healthcare finance industry, helping large healthcare institutions manage their financial matters. I decided that helping PEOPLE with their PERSONAL financial matters was a far more interesting, impactful and professionally rewarding endeavor.
Since 2004, I have been guiding individuals, couples, business owners and community organizations to make wise decisions with their financial resources. It is the most professionally gratifying work I have ever done. In 2013, I completed the requirements of the CFP® Board of Standards that qualified me to use the title, CERTIFIED FINANCIAL PLANNER™, a voluntary designation that is highly regarded for its rigorous educational, experience, ethics and examination standards.
Whatever your financial goals or concerns may be, we will use our training, experience, research, resources and commitment to excellence to present clear, targeted, personalized recommendations. For every client we work with, our purpose is always the same:
"Do the right thing, all the time, every time."
Let us help you "Build Your Own OPEN ROAD!" Ready to get started?