Fredrick A Bruni
Managing Director|CFP®, CLU®
Personal
I am a resident of Morgantown and have two children, son Alex and daughter Ellison.
I enjoy golf, fly fishing, cooking and attending sporting events with my family and friends.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 1995.
Education
The American College - CERTIFIED FINANCIAL PLANNER™ Professional Certification
West Virginia University - Accounting (B.S. Business Administration)
Awards and Recognition
- Forbes Best-in-State Top Financial Security Professionals 2023
- Million Dollar Round Table Qualifying Member 2004-2012
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2013-2022
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2000-2010
- Award recognizing persistency and performance
Forbes Best-In-State
I am incredibly honored to have been named one of only four Best-In-State Financial Security Professionals in West Virginia in 2023. Thank you to my clients, friends, staff, and mentors who have allowed me to be of service for more than 28 years.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
The Backpack Project
Northwestern Mutual of Morgantown partnered with Court Appointed Special Advocates in Monongalia and Preston Counties, better known as CASA For Kids, and sponsored the backpack donation project. Every backpack at Northwestern Mutual was personalized with the child’s name stitched on it and had their favorite colors. Each backpack is filled with love for foster kids 12 & older, and it comes filled with a new pair of shoes, a watch, school supplies, water bottles, and much more.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
As a Certified Financial Planner, my extensive training and financial planning experience will help to assess your current needs and develop a plan to achieve your financial goals. As a CFP® professional, I am held to strict ethical standards to ensure that any financial advice and financial planning recommendations I make are in your best interest.
Financial Planning
Advisory Services
Insurance Protection Strategies
Investment Planning & Strategies
Business Employee & Executive Benefits Planning
Disability Planning for Physicians & Dentists
Life Insurance Strategies
Retirement Planning & Income Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
