George Bruneau

George is passionate about guiding clients towards value-driven solutions through comprehensive planning, helping them achieve their aspirations while bestowing Economic Freedom™ upon their families. After graduating from Arizona State University, George began working in the financial services industry at Merrill Lynch before moving to TD Ameritrade, ACT Wealth Management, and Fisher Investments. He has specialized in roles in financial planning and wealth management strategies. George has since moved from San Diego to Dallas, where he enjoys spending time with his wife and family, along with attending local music or sports events.