WB
William Bruno
Vice President at Sandbox Financial Partners
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Work Experience
Vice President
Jul 2021 - Present · 3 years and 5 months
Financial Consultant
Jun 2020 - Jul 2021 · 1 years and 1 months
Financial Consultant
May 2006 - Jun 2020 · 14 years and 1 months
Company Details
Sandbox Financial Partners is an independent wealth management and financial planning firm. A "Fiduciary" to your finances, Sandbox provides a wide array of customized solutions in wealth management, estate, retirement and long term care planning, as well as Social Security maximization strategies. Sandbox also cultivates a number of strategic relationships with many leading Attorney and CPA Practices in order to provide clients comprehensive, multi-disciplined solutions to their challenges. Sandbox Financial Partners, LLC is a registered investment advisor. Please visit our website https://www.sandboxfp.com for important disclosures.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
6903 Rockledge Drive Suite 300 Bethesda, MD 20817, US
Keywords
Wealth ManagementInvestmentsFinancial PlanningRetirement PlanningRetirementAsset AllocatioFiduciary
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