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Ben Bruner,
CFP®
Vice President, Client Relationship Manager
San Francisco, CA
Ben Bruner,
CFP®
Vice President, Client Relationship Manager
San Francisco, CA
Brings experience in real estate tax mitigation and advanced estate planning, and works primarily with individuals holding immigrant backgrounds, predominantly from India.
He has seen firsthand how easy it can be to undo years of diligent saving with only a few years of suboptimal choices. Ben’s focus is to be a guardrail for his clients to ensure that their personal financial goals are on track to be met.
Served as a Financial Advisor at Northwestern Mutual where he offered comprehensive financial planning for a diverse set of clients.
A self-proclaimed cinephile, he enjoys spending his time discovering new films and revisiting old favorites. He also spends time practicing jiu-jitsu, playing lacrosse, furthering his knowledge reading personal finance books, and going to standup comedy shows.
B.S., Business Economics, University of California, San Diego
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