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.
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
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.