Our Team

Susan Joy Bruno LinkedIn Return to Team
Susan Joy Bruno
Managing Director | Personal Financial Planning, CPA/PFS, CFP®

Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan’s extensive expertise in estate, insurance, and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her individual clientele and family offices. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, helping to ensure that all aspects of the planning process are working in concert.

Susan is also the co-founder of DivaCFO and CollegeCFO.com. The former is a women’s empowerment platform to help women take charge of their personal finances, especially before any of the 5Ds occur: Death, Divorce, Disability, Disaster, and Debt. The latter is a student-driven financial empowerment movement to prepare young adults ages 18-24 for a successful future. She hopes her work with women and young adults will prepare them for their next stage in life!

Susan carries numerous professional certifications and designations, is recognized among her peers for her leadership, advocacy and philanthropy, and is a frequent speaker at industry events. Much of Susan’s expertise was acquired while she was a senior tax manager at Price Waterhouse, LLC (1987-1992), and as a senior tax consultant with Deloitte, Haskins & Sells (1984-1987). She founded her own firm in 1992 and most recently merged Beacon Wealth Consulting with Capital Wealth Advisors in 2016 to offer more services and support to her clients.

Susan lives in Naples, Florida and enjoys photography, painting, traveling, and tennis. She is most proud of launching her two adult children!

Professional Memberships and Affiliations

  • Co-founder of DivaCFO & CollegeCFO.com
  • Founder of Beacon Wealth Consulting

Education

  • BS in Accounting, Fairfield University (magna cum laude)

Designations & Licenses

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (CFS)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Community Causes

Contact
(239) 434-7434 Download Profile