Charlie Bruckman
Associate Wealth Advisor

Request an Appointment | Office Information

Charlie is an Associate Wealth Advisor in the Beacon Pointe Flint, MI office. He supports advisors in working with clients to build thoughtful, goals-based financial plans and enjoys collaborating with clients to help them pursue long-term financial success. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Charlie served as a Client Relationship Associate and Investment Analyst at SWMG, contributing to investment research, 401(k) initiatives, and the firm’s Investment Committee. Charlie graduated from the University of Michigan with a bachelor’s degree in economics. Active in his community, he volunteers with the Knights of Columbus and participates in local events and fundraisers. Originally from Owosso, he enjoys spending summers up North at his family cabin, golfing, fishing, and spending time on the lake. At home, Charlie is a dedicated Michigan football fan and enjoys watching movies.