The focus of my practice is helping individuals, families and employers make better financial decisions. We will work with families to develop the best possible financial strategy, to plan for their retirement and to manage their investments. With small business owners and other employers we can make sure the right suite of quality employee benefits is offered. We are dedicated to guiding clients through the process of defining their goals, devising a strategy to achieve these goals, and executing the plan. We will develop the strategy that is right for you, your values, and your unique situation. More and more individuals are interested in aligning their investments with their values. If


William Bruno
Vice President, Sustainable Investing
Sandbox Financial Partners
United States, Maryland, Bethesda
About Me
Profile Information
Vice President, Sustainable Investing
Sandbox Financial Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bethesda
Maryland
United States
Aug 14, 2024
Work Experience
Sandbox Financial Partners
Vice President, Sustainable Investing Jul 2021 - Present
Email: will@sandboxfp.com
More profiles to browse
DC
Daniel Christenson
Vice President & Wealth Advisor
Julie Bonvillain
Director of Financial Planning
Blake Millard
Vice President, Director of Investments
Frederick J. Bohlander
Founder, Managing Principal
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners