Charlie Jordan Bruss

I run an independent financial planning practice at Northwestern Mutual - Greater Milwaukee. I work with software developers and engineering managers in the Midwest and nationwide (NY/LA) on option maximization and tax mitigation strategies. I also work with young families like me trying to navigate insurance, education and childcare.

Money is complicated. We can spend hours upon hours researching tips and tricks on the internet - and do nothing. I help people figure out what to do first. Use this link to schedule an introductory conversation.

As a first-generation college student, I found comfort in education. I graduated from the University of Wisconsin-Milwaukee with a bachelor's degree in finance. I am continuing my education by pursuing a master's degree in Family Financial Planning and Counseling from The University of Alabama. Roll Tide! 

With this degree, I will separate myself from the many "financial advisors" across the country who focus more on sales than helping people get better. 

I am a member of the AFCPE (Association for Financial Planning and Counseling Education) and the FPA (Financial Planning Association). 

In my free time, you can find me reading up on / listening to relevant financial planning content including markets, tax planning and retirement planning. I also love to golf, though I am not very good at it. Above all else, I enjoy spending time with my fiancé and daughter and the rest of our family. 

I am always looking to expand my network and meet new people. If anything on my profile intrigues you, please don't hesitate to reach out. Let's connect 😀