By Stephanie Bruno
We all know that money makes the world go round. We need money to live, we hope to have money for the future, and it would be nice to have money for some of the things we want. But should money rule your life? We don’t think so.
At Sea to Peak Financial Advisors, we help you create customized and secure financial and investment plans, but we don’t stop there. We strive to show you how to create and achieve a vision for how to use your money to bring more meaning to your life. After all, what is all that hard work for if it doesn’t add up to a better life? Is your interest piqued yet?
About Us In A Nutshell
Sea to Peak Financial Advisors is a fee-only financial planning firm that caters to executives and professionals and the complex planning needs they face. Not only do they usually have multiple retirement plans, concentrated stock positions, unique executive compensation, and tax headaches, they also live full and fast-paced lives; in order to enjoy life, they need someone else to help them with their finances. That’s what we do. Our specialized education and skill set allows us to help you understand your options and how they affect your financial situation.
We use our proprietary process, The Wealth Confidence™ System, to help our clients through the financial and investment process at their own pace, making the experience stress-free and engaging. We leave no stone unturned and examine investment management, debt management, estate planning, asset protection, and more. Regardless of what areas clients choose to work on first, they love seeing the progress and confidence in their financial future developed as a result.
You First, Always
In all that we do, what matters to you is what matters to us. As fiduciaries, we only do what we think is best for you, and as independent advisors, we have the freedom to choose the investments and strategies that are ideal for your unique situation.
We believe there are many reasons why our clients choose to work with us. For one, we act as their personal CFO, with an approachable and inspiring process that results in an organized financial life. Second, our competence, transparency, and confidence instills in our clients hopefulness and excitement about their lives.
Ready To Start?
Whether you come to us for executive planning, life and financial planning, or thriving retirement planning, our goal is to eliminate anxiety and help you make smart decisions. If you are ready to use your money to make a difference in your life—and have 15 minutes to spare—let’s schedule a call. You can also email us at email@example.com.
Stephanie Bruno is the founder of Sea to Peak Financial Advisors, an independent, fee-only financial advisory firm helping executives bring meaning to their money. Stephanie earned a bachelor’s degree in finance from the University of New Orleans and a bachelor’s degree in English from Ohio State University and holds the Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU), Accredited Investment Fiduciary® (AIF), Certified Private Wealth Advisor® (CPWA®), and Retirement Manager AdvisorSM (RMA®) designations. She splits her time between Denver and Seattle, where her husband, Steve, serves as the head of Westside School. Outside of the office, Stephanie honors her mom by serving as board chair of the Women’s Foundation of Colorado. Stephanie and Steve have two smart and accomplished daughters, Emma and Leah, who are currently college students, as well as three lovable dogs. To learn more about Stephanie, connect with her on LinkedIn.
Stephanie Bruno is an Investment Advisor Representative of Dynamic Wealth Advisors dba Sea To Peak Financial Advisors. All advisory services offered through Dynamic Wealth Advisors.