Chad Bruening

Mr. Charles A.
Bruening is a Senior Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. He 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 clients’ 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 ten years.
He is a member of the Stoker Ostler Investment Committee, which is responsible for setting investment policies and strategies for the firm.
Mr. Bruening earned his Bachelor’s degree in Finance and his MBA from the W.P.
Carey School of Business at Arizona State University.
He is a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute.