Bruce Steiger

 Bruce Steiger is a registered principal with First Independent Financial Services and has been registered with the SEC since 1977. He began his career in Washington, D.C. in 1976 and has travelled extensively in his career.

 Since entering the financial services business, Mr. Steiger has received the following advanced degrees:

Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC), Board Certified Estate Planning (BCEP), Certified Long Term Care (CLTC) and Certified Financial Educator (CFE), among others.


 Bruce graduated from American University in Washington D.C. with a Bachelor of Science in Psychology. He has since earned a Masters in Business Science as well as the above referenced industry related degrees. He lives in Coral Springs, Florida with his wife of 25 years, his daughter, Courtney, and son, Joshua.

 Currently, Bruce is Chapter President of a 503c Not-For-Profit Financial Education Organization, to which he devotes approximately 30% of his time for the education of employees in the workplace.

 During his spare time, he also is a volunteer for the American Red Cross as well as the Coral Springs Community Emergency Response Team, an affiliate of the Coral Springs Fire Department.


Diane Lupi

Diane Lupi grew up in Canada and began her advanced education there. She finished college at Graham College in Boston, MA with a Degree in Business.

After college, she began a long stint in retail, soon moving to Aspen, Co in search of adventure and to help run a clothing store called Tom Mix. After 18 years, she moved to Florida to be closer to her Mother and start a family.

It is with much pride that she can say she has a beautiful daughter, Sage, to show for her efforts.

In 1996, Diane  began her career in the Financial Services Industry. For most of the last 15 years, she has worked with a very successful broker, acting as the investment analyst in the office.

In 2000, she became the equities supervisor for the office, a position which comes with a lot of responsibility, as it entails making sure that every application and correspondence in and out of the office meets compliance standards. Currently Diane holds a Series 7, 24, 63 and 66 along with Life, Health and Variable Annuity licenses.  She is dedicated to the preservation and protection of her client’s wealth and health and she puts integrity and sound ethical judgment above all else and tries to live her life on that same path.

 

 


 

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