William Bruns, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2019 and has experience in the areas of investment management, retirement planning, education planning, insurance planning, tax planning, and estate planning
• Previously worked for Fidelity Brokerage Services and John D. Dovich & Associates

Life Outside of MAI 

• Lives in Mason, OH with his wife, Brittany, and four kids

Education

• Ohio State University, BS in Business Administration with a concentration in Economics

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.