Stephanie Bruno

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"It is important to me to really listen to and understand the needs, concerns, and goals of my clients. In doing so I can establish an investment plan that helps them make the most of the one life they have without taking on unnecessary risk." Stephanie Bruno

Stephanie serves a broad range of clients, but has developed a niche in helping Six-Figure women gain financial freedom. This also means working with the husbands, partners, children, and parents that make up their lives.

"I will only work with clients when I think I can add value to their situation. To accomplish this, each relationship begins with an in-depth discovery meeting. If we determine that it makes sense for us to move forward, I work with the client to establish priorities and set up a plan. If not, I will refer them to another qualified professional." Stephanie Bruno

In addition to providing wealth management solutions, Stephanie has run the wealth management practice of a large regional accounting and consulting firm and worked for a Fortune 100 financial firm where she established and ran their trust company.

Stephanie has a Bachelor of Science in Finance from the University of New Orleans and a Bachelor of Arts in English and Creative Writing from The Ohio State University where she graduated Magna Cum Laude. Additionally, she is an Accredited Investment Fiduciary®, a Certified Financial Planner®, and a Chartered Life Underwriter®. She is also a member of the Investment Management Consultants Association where she completed studies to become a Certified Private Wealth Advisor^SM.

In her spare time, Stephanie enjoys biking, running, skiing, climbing, and writing. She volunteers her time tutoring and mentoring for the Mile High Squash program which works to decrease the school drop-out rate for inner city youth. She also supports the Women’s Foundation of Colorado and the Women’s Bean Project. She is a member of the Denver Athletic Club, the Denver Film Society, the Lighthouse Writers Workshop and the Colorado Mountain Club. Stephanie grew up in New Orleans and visits her family there often.