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.
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
- Member of Daughters of the American Revolution