Chad Bruening, CFP®
Portfolio Manager
chad.bruening@stokerostler.com
Chad serves as the primary relationship manager and is responsible for the management of client portfolios. He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals. He specializes in designing investment solutions that reflect client’s unique circumstances and risk tolerances while integrating with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He has been providing wealth management for high-net-worth families and small business owners for over seven years. Chad is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm. He joined Stoker Ostler in 2004.
Chad is a CERTIFIED FINANCIAL PLANNERTM professional and Level III candidate for the Chartered Financial Analyst (CFA® ) designation. He is a member of the CFA Institute and Phoenix CFA Society. He earned his bachelor’s degree in finance and his MBA from the W.P. Carey School of Business at Arizona State University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
