NEW YORK — Daniel Bruno has been named a member of the 2021 Chairman’s Cabinet of New York Life. Members of the elite Chairman’s Cabinet are the top fifty highest producing agents among New York Life’s sales force of more than 12,000 licensed agents in sales achievement.
Mr. Bruno has been a New York Life agent since 2007 and is associated with New York Life’s Albany General Office in Latham. Dan is the co-owner of Bruno and Bruno Financial Services, LLC located in Saratoga Springs. Bruno and Bruno Financial Services is not owned or operated by New York Life or its affiliates.
Dan has been helping his clients in financial, business, and estate planning since partnering with his father, Barry, in 2007. Dan is a graduate of New York Life’s Advanced Planning Group’s Coaching Series, a client-centered planning process with the goal of helping clients crystalize their overall planning objectives and design appropriate solutions.
Over the course of his career, Dan has earned numerous industry awards including Qualifying Member of The Million Dollar Roundtable* (2013 through 2021).
