Broker Check
Steve Bruneau

Steve Bruneau

President, CEO & CFP ®

STEPHEN L. BRUNEAU, CLU, CFP ® entered the investment business in March of 1974.  A graduate of Weston High School, he is also a National Honor Society graduate of Tufts University.  Mr. Bruneau is a Certified Financial Planner, Chartered Life Underwriter, he holds his Series 7 and 24 securities registration with Ameritas Investment Corp. Over the years he has taught dozens of courses where other professionals get Continuing Professional Education (CPE) credits.  He was the founding principal of Boston 128 Companies Inc. in 1985.  Mr. Bruneau focuses on the creative design and implementation of various executive perk plans such as non-qualified deferred compensation, 401(k) Look-a-Like plans and other tax advantaged wealth accumulation plans for business owners and key personnel.  He also has a strong background in family gift and estate planning from an investment and insurance perspective. 

A lifelong resident of Weston, Mr. Bruneau currently resides there with his wife and four children.  Over the years he has been active in coaching several sports, various charities and has served as the president of the Weston Boosters, Inc., a non-profit, youth charitable organization.