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Bruce H
CFP®, Series 63
Rockport, MA
Standard Planning Company
Bruce Holdridge is a CFP® with 21 years of industry experience and has been with Standard Planning Company since 1988. He holds a Series 63 license and operates as the sole advisor at the independent firm based in Rockport, MA. Standard Planning Company provides investment advice and account management to individuals, families, retirement plans, foundations, and endowments, offering personal financial planning services that cover retirement, estate, long-term care, charitable gifting, trust utilization, and retirement income distribution. The firm manages approximately $86 million, focusing on portfolios constructed from client risk profiles and primarily composed of passively managed index funds.
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