Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC

Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC

Location:

2021 E State St, Hermitage, PA 16148, United States

Type:

Finance

About the Business:

Michael Bruno is a financial advisor affiliated with Ameriprise Financial Services, LLC, located in Hermitage, PA. With a deep commitment to providing exceptional financial guidance, Michael holds numerous prestigious certifications that underscore his expertise and dedication to client success.

Certifications and Expertise:

1. AAMS™ (Accredited Asset Management Specialist™):

- Abides by a stringent code of ethics.

- Coursework and examination focus on asset allocation, investment strategies, estate planning, and insurance products.

2. ADPA™ (Accredited Domestic Partnership Advisor™):

- Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life needs for domestic partners.

- Passed an end-of-course examination demonstrating proficiency in complex financial concepts.

3. AEP® (Accredited Estate Planner®):

- Awarded by the National Association of Estate Planners & Councils.

- Requires completion of two graduate-level courses and specific professional qualifications.

4. AIF® (Accredited Investment Fiduciary®):

- Demonstrates comprehensive knowledge of fiduciary practices.

- Requires ongoing professional education and adherence to a code of ethics.

5. APMA™ (Accredited Portfolio Management Advisor™):

- Expertise in client assessment, risk/return analysis, and portfolio management.

6. AWMA℠ (Accredited Wealth Management Advisor℠):

- Advanced knowledge in asset management, investment strategies, estate planning, and risk management for high net worth clients.

7. Behavioral Financial Advisor:

- Trained to improve decision-making processes and relationship effectiveness in financial planning.

8. CAP® (Chartered Advisor in Philanthropy®):

- Provides tools to help clients achieve philanthropic goals.

9. CAS® (Certified Annuity Specialist®):

- Expert advice on fixed-rate and variable annuities.

10. CASL® (Chartered Advisor for Senior Living®):

- In-depth training on issues impacting seniors and retirement planning.

11. CDFA® (Certified Divorce Financial Analyst):

- Specializes in financial issues surrounding divorce.

12. CEP® (Certified Estate Planner™):

- Comprehensive education in estate planning.

13. CEPA® (Certified Exit Planning Advisor®):

- Trained in preparing entrepreneurs for business exit to maximize enterprise value.

14. CFA® (Chartered Financial Analyst®):

- Graduate-level expertise in investment analysis and portfolio management.

15. CFP® (CERTIFIED FINANCIAL PLANNER™):

- Standard of excellence in personal financial planning.

16. CFS (Certified Fund Specialist):

- Advanced knowledge in mutual funds and portfolio construction.

17. ChFC® (Chartered Financial Consultant®):

- Robust credential for financial planning professionals.

18. ChSNC® (Chartered Special Needs Consultant):

- Specialized in planning for families with special needs children.

19. CIMA® (Certified Investment Management Analyst®):

- Expertise in asset allocation, risk measurement, and investment policy.

20. CKA® (Certified Kingdom Advisor®):

- Provides biblically wise financial advice and personal growth.

21. CLTC® (Certified in Long-Term Care):

- Focuses on long-term care planning for middle-age clients.

22. CLU® (Chartered Life Underwriter®):

- Highest level designation in life insurance, covering comprehensive financial planning needs.

23. CMFA® (Certified Military Financial Advisor®):

- Trained to serve veterans, active duty, Reserve, and National Guard personnel.

Michael Bruno's extensive qualifications ensure that clients receive tailored, knowledgeable, and ethical financial advice, whether they are planning for retirement, managing investments, or navigating complex financial situations. Visit Michael Bruno at Ameriprise Financial Services, LLC, to experience unparalleled financial expertise and personalized service.