Advisor profile


My approach

Anthony J Bruno - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Anthony J Bruno - My approach photo

Areas of focus

  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance
  • Investment Management
  • Charitable Giving
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Investments
  • Employee Stock Options
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Women's Financial Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CASL® Chartered Advisor for Senior Living®
  • RICP® Retirement Income Certified Professional®

Education

  • B.A., Economics ,1987 , Pennyslvania State University
  • Chartered Financial Consultant, 1997, American College
  • Chartered Life Underwriter, 2000, American College
  • Chartered Advisor for Senior Living, 2007, American College

Interests

  • Spending time with family is a priority
  • Fitness enthusiast
  • Fan of all Philadelphia sport teams

Community participation

Italian American Heritage Council Member

American Cancer Society Professional Advisor Network

Philabundance Volunteer

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018. 2019, 2020