Michael strives to deliver "the ultimate client experience", which earned him a Platinum Level of service award while at Merrill Lynch.
Michael Bruni CFA®, CFP®
President
ABOUT MICHAEL
With a successful 15 year career in the financial services industry, Michael brings not only exceptional business acumen to the team but an array of specialized financial analysis skills. During Michael's tenure in the financial services industry, he obtained the CFP® (Certified Financial Planner) designation in 2005, and the CFA® (Chartered Financial Analyst) designation in 2013. Michael's designations exemplify his vast knowledge of business valuations and advanced investment analysis that is leveraged every day for his clients. Michael also holds a Master's degree from SUNY, Buffalo State, and obtained his Florida Real Estate license. Combining his real estate expertise with his financial experience provides immeasurable value to his clients and every transaction.
​
Services I offer:
Investment & Financial Analysis
Property Acquisition and Disposition
​
Landlord and Tenant Representation
​
Corporate Finance
Wealth Planning
​
Specialize in Industrial and Warehouse
