CoverProfile

William Bruno

Vice President, Sustainable Investing

Sandbox Financial Partners

United States, Maryland, Bethesda

About Me

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

View more

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

Profile Photo
Daniel Christenson
Vice President, Wealth Advisor
Profile Photo
Blake Millard
Vice President, Director of Investments
Profile Photo
Frederick J. Bohlander
Founder, Managing Principal
Profile Photo
Brian Salcetti
CEO, Managing Partner

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson