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

David became a Financial Advisor in 1995 with Dean Witter.  He joined UBS in 2009 and is a Senior Vice President-Wealth Management.  He earned the UBS designation Wealth Advisor, is a Portfolio Manager in the Portfolio Management Program, and obtained industry respected designation of CERTIFIED FINANCIAL PLANNER TM certificant. 

He graduated from the United States Military Academy West Point in 1998.  Cpt Bruner was a Blackhawk Helicopter pilot, a Company Commander and served in the first Gulf War.  He was also stationed in West Germany when the Berlin Wall came down.

David has previously been on the board of St Martin's Hospitality Center and the Alzheimer's Association of New Mexico. St. Martin's is NM's largest provider of HOPE and services to the homeless and near homeless.  The Alzheimer's Association of New Mexico, provides assistance to the Caregivers of those with Alzheimers.  He is Currently a Board member of the New Mexico Foundation which support emergency needs, college scholarships, permaculture, economic development, early childhood development, COVID-19 relief, and other community needs.

His hobbies include Golf and SCUBA.  And yes, if you can lend him a helicopter, he'd love to fly again!

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • SD
  • TN
  • 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.

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

compass

A way forward

Yoga class

Break the code

The answer to planning your future

Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

Backed by the strength of UBS

A global leader in wealth management

#1

Euromoney Private Banking and Wealth Management Survey, 2022

Wealth Manager of the Year

Environmental Finance IMPACT Awards 2020

Best

Private Bank for Sustainable Investing

PWM/The Banker Global Private Banking Awards, 2018-2020

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