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?
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’s Frequently Asked Questions
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
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.
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.
Awards
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Denver Metro Chamber Leadership Foundation
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Graduate of Colorado Civic DNA Fellows Program
2018
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Graduate of InnerMBA
2022
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Graduate of Leadership Denver
2014
*for award disclosures and methodology, visit awards & rankings
Awards
-
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
Request an Introduction to Stephanie Bruno
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor