How will we work together?

Build a plan for the future you envision

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Young family at the beach

David Bruner, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Education

  • United States Military Academy West Point

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
  • Portfolio Manager

Your goals are the starting point
Financial planning
Asset allocation
Business Owners
2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110
  • (505) 880-2704

Email Me

David Bruner, CFP, CIMA is also part of:
High Desert Institutional Consulting

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

compass

A way forward

Pumpkin patch

Success to succession

Enabling the transfer of all you hold valuable

What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

Backed by the strength of UBS

A global leader in wealth management

Insights