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Susan Bruno is a private wealth specialist creating unique and customized solutions for high-net-worth individuals and families. Her extensive expertise in estate, insurance and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her clientele. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, ensuring that all aspects of the planning process are working in concert.
Susan carries numerous professional certifications and designations, is recognized among her peers for her leadership, advocacy and philanthropy, and is a frequent speaker at industry events. Much of Susan's expertise was acquired while she was a senior tax manager at Price Waterhouse, LLC (1987-1992), and as a senior tax consultant with Deloitte, Haskins &Sells (1984-1987). She graduated magna cum laude from Fairfield University in 1984 with a BS in accounting, and lives in Darien, Connecticut with her husband and two children.
Designations and Certifications
•Certified Public Accountant
•Personal Financial Specialist
•CERTIFIED FINANCIAL PLANNER™ professional
Advocacy & Community Involvement
•Member, American Institute of Certified Public Accountants (AICPA)
•Member, Estate Planning Council of Lower Fairfield County, Inc. (Affiliated with NAEPC)
•Member, Connecticut Society of Certified Public Accountants
•AICPA Personal Financial Services Credentials Committee, 2007 to 2010
•AICPA Media Task Force, 2009 to present
•Trustee, Lance Armstrong Foundation Endowment, Austin, TX 2004-2006
•Finance Chair, Board of Directors, Lance Armstrong Foundation, 2005-2006
•Member, Board of Directors, Shelter for the Homeless, Stamford, CT 2009
•Member, Adult Advisory Board, The Depot Teen Center, Darien, CT 2009
•Member, The National Society of the Daughters of the American Revolution
Select Publications
•Contributing author, Life Insurance: Think Before You Sell Your Policy for Cash, Wall Street Journal, September, 2010
•Contributing author, Tips from the Top: Targeted Advice from America's Top Money Minds, published by Alpha Ed. Co
•Contributing author, The PPLI Solution, published by Bloomberg Press
•Contributing author, How Accountants Advise The Super Rich, Private Wealth Magazine, June-July, 2007
•Contributing author, Developing Rich Relationships with Women of High Net Worth, wealthmonitor.com, December, 2007
•Contributing author, "What Every CPA Should Know about Life Settlements", Journal of Accountancy, June, 2008
•Author, "Life Settlement: A Smart Option that Every Senior Should Consider" AICPA The Planner, March/April, 2009
•Contributing author: Various financial topics for the Wall Street Journal, Associated Press, CNNMoney.com, USA Today, Accounting Today, AOL, New Haven Register, and other financial publications
Select Appearances
•Speaker, Life Insurance for CPAs, AICPA National Financial Planning Conference, San Diego, CA January 2009
•Guest Faculty, American Bankers Association Private Wealth Management School, 2003-2006
•Guest Speaker, Columbia University Executive MBA Program, Using Life Insurance as an Investment Strategy, 2004
•Panel Speaker on Private Placement Life Insurance, 2005 and 2006 MARHedge World Wealth Summit
•Optimize Your Charitable Giving, Greenwich, CT, 2005
•Financial Wake-Up for Women, Westport, CT, 2006/London, 2007 & 2008/New Canaan, CT, 2010
•Attracting and Retaining Female Clients, Women and Wealth Forum, Institutional Investor, New York City, May 2007
Email Susan J. Bruno!
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