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
Julie Bonvillain
Director of Financial Planning
Blake Millard
Vice President, Director of Investments
Frederick J. Bohlander
Founder, Managing Principal
Brian Salcetti
CEO, Managing Partner
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office