Daniel J. Galli & Associates |
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Stephen L. Bruneau, CFP®, CLU
Phone: 781-642-0777 Stephen L. Bruneau entered the investment business in March of 1974. A graduate of Weston High School, he is also a National Honor Society graduate of Tufts University. Mr. Bruneau is a Certified Financial Planner, Chartered Life Underwriter, and he is registered with the National Association of Securities Dealers as both a Series 7 stockbroker and a Series 24 Registered Principal through Ameritas Investment Corp. (AIC). Over the years he has taught dozens of courses where other professionals get Continuing Professional Education (CPE) credits. He was the founding principal of Boston 128 Companies Inc. in 1985. Mr. Bruneau specializes in the creative design and implementation of various executive perk plans such as non-qualified deferred compensation, 401(k) Look-a-Like plans and other tax advantaged wealth accumulation plans for business owners and key personnel. He also has a strong background in family gift and estate planning from an investment and insurance perspective. A lifelong resident of Weston, Mr. Bruneau currently resides there with his wife and four children. Over the years he has been active in coaching several sports, various charities and has served as the president of the Weston Boosters, Inc., a non-profit, youth charitable organization.  About Us
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Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Daniel J. Galli & Associates are not affiliated. Additional products and services that are not offered through AIC may be available through Daniel J. Galli or Daniel J. Galli & Associates Licensed for insurance sales in (MA, RI, NH, WA). Licensed for securities sales in (CA, CT, FL, MA, MD, ME, MI, MO, NC, NH, NY, OR, PA, RI, SC, TX, WA). This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available.
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