Brian Wruk (CFP®, MBA)

Brian Wruk focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Specializing in Canadians making the transition to the US (and back) and all Canada/US financial planning issues. My website contains a wealth of information on the topic at

NAPFA Start Date

October 11, 2001


This Office

2487 S Gilbert Rd Ste 106-618 Gilbert, AZ 85295-2835 Phone: (480) 722-9414 Fax: (480) 812-2090