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Chad Bruening, CFP®

Financial Planner

At Stoker Ostler, Chad works directly with the Senior Financial Planner, assisting in comprehensive financial planning services, and providing financial planning solutions. He is also responsible for managing fixed income transactions for client portfolios and works with the firm’s information technology consultant on technology support services. Chad is a member of the firm’s investment committee, which sets investment policies and portfolio strategies for the firm. Chad joined Stoker Ostler in 2004.

Chad is a CERTIFIED FINANCIAL PLANNER™ professional and is currently a Level II candidate for the Chartered Financial Analyst® (CFA®) designation. He is a member of the CFA Institute and Phoenix CFA Society. Chad earned his bachelor’s degree in finance from 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.