Broker Check
Bryan Trugman, CFP®

Bryan Trugman, CFP®

Managing Partner

“Helping people achieve a better quality of life through effective financial planning is my greatest reward.”

Bryan is a dedicated and motivated Certified Financial Planner Practitioner with more than ten years’ experience. He enthusiastically followed in his father’s footsteps and eventually co-founded Attitude Financial Advisors with him and another partner in 2012. Bryan continues to play a key role in its evolution as a financial services firm.

With passion and knowledge, Bryan helps guide young professionals and baby boomers to achieve both their short term and long term financial goals. His expertise ranges from addressing the needs of new parents seeking to realign their finances; to divorced individuals presented with an unforeseen fork in the road; to assisting those seeking to accrue a dependable retirement nest egg. Bryan prides himself on being a good listener, getting to know clients and learning about “what is important to them.” 

Bryan earned his Bachelor of Science in Industrial and Systems Engineering with a minor in mathematics at State University of New York at Binghamton. Upon graduation, he bravely taught high school students for one year near his alma mater. His subsequent business experience in commercial real estate for a national retailer helped prime his entrée into the financial services industry.

Bryan has served on the board of the Financial Planning Association and continues to be actively involved in the national organization. He is also a member of the Plainview-Old Bethpage Chamber of Commerce, for which he has served as a Vice President and board member. During this time, he took the reins as treasurer for two years and co-founded the organization’s Fall Festival, contributing to its growth in his role as chairman for five years.

In addition to taking the lead with clients, Bryan enjoys taking the lead on the ballroom dance floor. Partnering outdoors, he can be spotted engaging in a fast-paced game of doubles on the tennis court. He resides on the east side of midtown Manhattan.