Stephanie Bruno AIF®, CFP®, CPWA®, RMA®, RLP®

Partner and Senior Wealth Advisor

Splitting her time between Denver and Seattle, Steph helps executives and professionals align retirement, taxes, investments, estate planning, and family priorities with the life and legacy they want to create

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Stephanie Typically Helps

Executives and professionals with complex financial lives, individuals preparing for retirement, families focused on thoughtful stewardship, clients navigating significant life transitions, individuals seeking to support their families and communities through their wealth

Serving Clients in

Denver • Fort Collins • Boulder • Seattle • Bellevue • Communities throughout Colorado and the Pacific Northwest

Available nationwide through virtual meetings

Questions Stephanie Helps Answer

How can I prepare for retirement?
How can I coordinate tax and estate planning?
How should executive compensation fit into my broader plan?
How can I plan through a major life transition and define next-stage goals?
How can our family strengthen governance and align wealth with shared priorities?

Sherry H.

08/26/2026

Everyone at Mission Wealth has helped my family with our financial and estate planning. They are so knowledgeable and great at explaining exactly what they are doing and why.

Dan G.

05/31/2026

I thought I knew a thing or two about investing, but had an inkling that I had made missteps when my portfolio was pummeled in 2022 by inflation shock. In Mission Wealth (MW) I found a team that shared my investing philosophy, including buying and holding low cost mutual funds over individual investments. I liked that they didn’t over-promise, emphasizing long term discipline. MW diversified my portfolio much more fully than I had ever conceived. The incorporated my biases to a point without compromising their vision and that has benefited me greatly. Their recommendations have proven to be crucial - liquidating my company stock, investing internationally and incorporating private investments. My portfolio is less risky than before w/o overweighting bond funds. My team is headed by Steph Bruno, and she has been outstanding to work with - very responsive to me and patient with my anxieties. I could not be happier with my wealth manager. Also, their online portal is wonderful.

Jennifer P.

01/12/2026

Steph does an amazing job at making sure that she understands my life goals, situation, and challenges. She checks in every year and we re-assess my progress towards goals. As a CEO, it gives me peace of mind to know that Steph is looking after my money and I don’t have to worry about that.

Trish S.

09/17/2025

Steph Bruno and the Mission Wealth team have been wonderful to work with. Steph is always responsive, professional, thorough, and patient. I never thought we would move to actively managed. I am very pleased and really appreciate all the services they offer us and the peace of mind it is providing.

Ercument O.

09/12/2025

We have been clients of Mission Wealth over ten years to create and manage our retirement plans. Stephanie and her team have been providing an excellent service to us with competence, professionalism, and courtesy. We are comfortably retired with a secure retirement plan, thanks to Stephanie and her team. We strongly recommend them to any prospective client.

Keith R.

09/08/2025

Steph is always congenial, inviting and professional. We always look forward to our meetings with. She shares her wealth of knowledge easily and is very good at anticipating our future needs.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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.

Steph’s approach is further informed by her Registered Life Planner® training, which helps clients look beyond financial security and think more deeply about what they want their wealth to make possible. Through thoughtful conversations about retirement, career transitions, family, time, purpose, and other major life decisions, Steph helps clients clarify what matters most to them and connect those priorities back to their financial plan.

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.

—Stephanie Bruno, Partner and Senior Wealth Advisor

Stephanie’s Frequently Asked Questions

What should I expect when I begin working with Stephanie as my financial advisor?

Steph begins by understanding what is most important to each client and what they want their wealth to support for themselves, their family, and their community. Clients can expect a high integrity partner who brings thoughtful guidance to their situation, communicates proactively, and works to address the planning and investment needs that matter most. Her goal is to help clients experience greater ease and confidence while turning meaningful priorities into an actionable plan

Will I work directly with Stephanie, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Stephanie if I live outside Denver and Seattle or my situation is not listed above?

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 began 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 her interest in life planning took shape, eventually leading her to earn the Registered Life Planner® designation.

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^®, Retirement Management Advisor^®, and Registered Life Planner®.

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.

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.

Awards

Denver Metro Chamber Leadership Foundation
Graduate of Colorado Civic DNA Fellows Program

2018
Graduate of InnerMBA

2022
Graduate of Leadership Denver

2014

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*for award disclosures and methodology, visit awards & rankings

Videos by Stephanie Bruno

Should You Move to a Retirement Community? | Steph Bruno Mission Wealth

Sense of Place and Living Environment | Steph Bruno Mission Wealth

Giving With Purpose To Maximize Your Family’s Impact

Merger Insights and Reflections with Steph Bruno | Mergers & Acquisitions at Mission Wealth

Awards

Denver Metro Chamber Leadership Foundation
Graduate of Colorado Civic DNA Fellows Program

2018
Graduate of InnerMBA

2022
Graduate of Leadership Denver

2014

Show All

*for award disclosures and methodology, visit awards & rankings

Request an introduction to Stephanie Bruno.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Stephanie Bruno and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction