Steph Bruno Partner and Client Advisor Mission Wealth

Stephanie Bruno

In by Mission Wealth

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Stephanie Bruno

AIF®, CFP®, CPWA®, RMA®

Partner and Senior Wealth Advisor

Denver, Fort Collins, Seattle

(720) 881-8805

CONTACT STEPH

Stephanie Bruno

AIF®, CFP®, CPWA®, RMA®

Partner and Senior Wealth Advisor

Denver, Fort Collins

(720) 881-8805

CONTACT STEPH

"I firmly believe that money is a tool that can be used to create a fulfilling life and help people achieve their dreams, and I am committed to helping my clients do just that. I am passionate about combining practical financial planning and investment strategies with a focus on joy and inspiration to create meaningful financial plans that help my clients live their best lives."

Steph Bruno is a Partner and Senior Wealth Advisor at Mission Wealth, where she provides customized investment management, financial planning, risk management, and tax strategy solutions to individuals and businesses in Denver and Fort Collins, Colorado and Seattle, Washington areas. With a focus on serving busy executives and professionals with complex financial lives, Stephanie does the heavy lifting to ensure her clients can enjoy life's other pleasures without worrying about their finances. Beyond traditional investment and financial planning, Steph incorporates a unique emphasis on joy and inspiration in life, ensuring her clients' financial goals align with their personal values and aspirations. Whether her clients are seeking financial security for the future or simply want to live their best lives today, Steph works closely with them to develop a personalized plan that helps them achieve their goals.

"I firmly believe that money is a tool that can be used to create a fulfilling life and help people achieve their dreams, and I am committed to helping my clients do just that. I am passionate about combining practical financial planning and investment strategies with a focus on joy and inspiration to create meaningful financial plans that help my clients live their best lives."

Steph Bruno is a Partner and Senior Wealth Advisor at Mission Wealth, where she provides customized investment management, financial planning, risk management, and tax strategy solutions to individuals and businesses in Denver and Fort Collins, Colorado and Seattle, Washington areas. With a focus on serving busy executives and professionals with complex financial lives, Stephanie does the heavy lifting to ensure her clients can enjoy life's other pleasures without worrying about their finances. Beyond traditional investment and financial planning, Steph incorporates a unique emphasis on joy and inspiration in life, ensuring her clients' financial goals align with their personal values and aspirations. Whether her clients are seeking financial security for the future or simply want to live their best lives today, Steph works closely with them to develop a personalized plan that helps them achieve their goals.

Learn About Stephanie Bruno

Professional Background

Steph Bruno's journey towards becoming a Senior Wealth Advisor for Mission Wealth has been shaped by her experience in the finance industry and her passion for helping clients achieve their goals. After working throughout high school and college, she earned degrees in both Finance and English and started her career in private banking. Seeking to expand her knowledge and learn from top industry experts, she moved on to work for a Fortune 100 financial firm.

However, Steph felt that her true calling was in personal advising, and she eventually became the head of wealth management at a regional consulting firm. It was during this time that she realized the importance of life planning, which goes beyond traditional financial and investment planning, and helps clients uncover their deepest goals and aspirations.

Steph's academic achievements include a Bachelor's degree in English from The Ohio State University and a Bachelor's degree in Finance from the University of New Orleans. She also holds the following certifications: Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and Retirement Management Advisor®.

Personal Pursuits

Steph Bruno values spending quality time with her family, including her husband Steve, their two smart and kind daughters, Emma and Leah, and their beloved English Cream Golden Retriever puppy named Lili. When she is not busy with work,  Stephanie loves to engage in various outdoor activities such as stand-up paddle boarding, cycling, rollerblading, walking, and practicing yoga.

Learn more about Steph in this 2022 Spotlight interview.

Community Impact

Steph is committed to making a difference in her community and has served on several nonprofit boards throughout her career. She is an honorary trustee of the Women’s Foundation of Colorado, where she previously served as a board chair. Additionally, she currently serves on the board of the Senior Center of West Seattle and is a past board member of the Colorado Zoological Trust. Stephanie is also passionate about the arts and has previously served as a board member of the Lighthouse Writers Workshop. Through her volunteer work, Stephanie aims to give back to her community and make a positive impact on the lives of those around her.

She is a member of the Women on a Mission group, an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Jenna Rogers Volunteering

Awards and Recognitions

Denver Metro Chamber Leadership Foundation
Graduate of Colorado Civic DNA Fellows Program 2018
Graduate of InnerMBA 2022
Graduate of Leadership Denver 2014

*for award disclosures and methodology, visit awards & rankings

Spotlight on Andy Penso

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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