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Stanley B

CFP®, Series 63

Lake Forest, CA

OSAIC

Stanley Bruno is a CFP® with 53 years of industry experience, currently serving with OSAIC since 1989. He specializes in fixed annuity and fixed life sales through his sole proprietorship. OSAIC is a large financial services firm serving a diverse client base that includes individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services with a range of investment platforms, employing asset-allocation tools and third-party solutions for portfolio management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kenneth M

Series 63

Lake Forest, CA

OSAIC

Kenneth Mascari is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors and KPM Asset Management, Inc. He is also a part-owner of the building housing his branch office and manages a family trust property. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across a wide range of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dale W

CFP®, Series 63

Lake Forest, CA

OSAIC

Dale Wood is a CFP® with 41 years of experience in the financial industry and has been with OSAIC since 1990. He holds a Series 63 license and operates a sole proprietorship offering fixed and variable annuity insurance as well as fixed life products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of financial advisers. The firm provides a range of brokerage, advisory, and retirement services using various asset-allocation tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stanley B

Series 66

Lake Forest, CA

OSAIC

Stanley Bruno is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance since 2012. Outside of his advisory role, he owns a sole proprietorship that sells fixed annuities and fixed life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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