Randy Bruns is a CERTIFIED FINANCIAL PLANNER™ practitioner with HighPoint Planning Partners, a Chicago-based advisory firm that delivers practical financial planning and investment management solutions for families and small businesses. Prior to joining HighPoint Randy spent ten years as a Senior Investment Advisor for JPMorgan Chase. Randy serves on the Board of Directors for the Financial Planning Association of Illinois (FPA-Illinois) and is a regular columnist for Retirement Weekly.
Randy believes in four key principles for successful financial planning: (1) having clear and quantifiable goals, (2) applying the most prudent strategies given one’s limited resources, (3) keeping a lid on costs, and (4) understanding that none of these prior principles matter without discipline. He takes great pride in looking for answers that meet the highest standards of textbook financial planning, and he feels the best investment strategy is more often than not a low-cost, passive approach that minimizes taxes.
Outside of his practice Randy is a community advocate for financial literacy, speaking annually at numerous events throughout Chicago and its suburbs. He is frequently quoted in the media and is an outspoken proponent in favor of a higher fiduciary standard of care for the financial services industry. Randy is a key partner to the Chicago Federal Reserve in organizing its Money Smart Week® national financial literacy campaign, and he leads a team of pro bono financial planners that provide advice to underserved communities.
Randy is a graduate of Millikin University, and he and his wife reside in Wheaton, Illinois. Randy enjoys an outdoor lifestyle that includes mountain biking, fishing, skiing, and playing Frisbee with his two Australian Shepherds, Dash and Daisy.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.