Chris Bruser is a Certified Reverse Mortgage Professional and one of the nation’s leading advocates for incorporating housing wealth in retirement income planning.  Over the last 18 years he has helped over 700 families secure their retirement via a reverse mortgage. Not insignificantly, Chris has helped senior divorcing couples achieve equitable housing by using reverse mortgages as part of the settlement. Devoted to honest and transparent dialog, Chris serves as a trusted resource for those advisors demanding accurate and current housing wealth solutions for their clientele.

Recently Chris’s work focuses on research published by thought leaders Barry Sacks, J.D., Ph.D., Jack Guttentag, Ph.D., Professor Emeritus at the Wharton School, John Salter, Ph.D., CFP®, Harold Evensky, CFP®, Jamie Hopkins, Esq., CFP®, RICP and Wade Pfau, Ph.D., CFA.

These experts have demonstrated that the conservative use of housing wealth mitigates volatility risk in retirement distributions.

For example, in 2012, The Journal of Financial Planning published two papers (Sacks, and Salter/Evensky) advocating that planners take a fresh look at housing wealth as an antidote to sequence of returns risk and reverse dollar cost averaging.

Chris works with financial institutions that are advising those in retirement, or about to retire. These include divorce professions, financial planners, attorneys, accountants, and wealth managers. Chris is adept at helping advisors slow investment portfolio depletion with the prudent use of the housing asset.

As an instructor with the Retirement Resource Center, Chris has taught hundreds of financial advisors, real estate agents and institutions in sound retirement financing through the FHA-insured Home Equity Conversion Mortgage.

Chris serves on the Board of Directors of NAIFA-Tampa and is a 2019 graduate of the NAIFA Leadership in Life Institute (LILI). He was named Outstanding Member of the Year in 2022. He is a member and Past President of the Financial Planning Association (FPA) of Tampa Bay, and a 20- year member of the South Tampa Chamber of Commerce, where he was named the 2023 Ambassador of the Year and is the Founder of the Taste of South Tampa, their signature event and largest fundraiser.

Chris has been a resident of Tampa since 2001 and is originally from Cincinnati. He has a 14-year-old son, Brantley who’s an avid golf nut and loves playing golf with his Dad.