Stan Bruno, CFP is registered to offer securities, investment advisory services and insurance products through Osaic Wealth, Inc.. Stan holds a General Securities registration as well as a General Securities Principal registration.  Separately, he is also licensed as a Life and Variable Contracts agent, CA Insurance License #0769772. Stan's additional credentials include a Bachelor of Science degree in Business Administration from California State University at Los Angeles.  Additionally, he is a Certified Financial Planner.  Stan states that, “Assisting individuals in implementing their investment and estate plans is very gratifying to [him] as an investment professional”.

His years of financial planning experience will help you with the challenge of navigating today's complex financial landscape. Whether it's saving for retirement, creating an investment strategy, or reducing estate tax exposure, his seasoned perspective helps guide clients successfully through the decision-making process.