Anthony Bruns, CFP^®, AIF^®

Designations and licenses

Tony is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®.

Experience and education

Tony provides plan sponsors with procedural due diligence to help ensure they are meeting their fiduciary responsibilities. He has more than 30 years of industry experience and brings a wealth of knowledge regarding fiduciary guidance, plan design consulting and financial wellness education for participants.

Prior to joining Mariner, Tony served as vice president and retirement plan consultant for The Pinnacle Group. Before that, he has held retirement and wealth advisory positions with The Boardroom Advisory Group and Lehr Precision Inc.

Tony has a bachelor’s degree in marketing from The Ohio State University and an MBA from Xavier University.

Personal interests

Away from the office, Tony enjoys spending time with his wife and two daughters. He also likes traveling, cycling and boating. He currently serves on a nonprofit foundation board and investment committee.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.