Our Story

Our primary focus is the creation of retirement; investment and estate plan strategies to help client's realize their financial and life goals.

Despite growing up with parents who were financial planners, Rassler Financial owner Shanley Rassler Campbell didn’t always know she’d become one too.  

Her father and mother, Don and Elizabeth (BJ), had owned Rassler Associated Planning in Philadelphia. She grew up literally at the knees of a wealth of knowledge about the industry.

But she hadn’t considered becoming a planner until after watching her parents work with a terrified widower after his wife had passed away suddenly.

Shanley’s parents helped the man through the process. They coached. They counseled. They advocated for someone in the most vulnerable state.

At that moment, Shanley thought becoming a financial planner would be a good career choice for her.

“I didn’t understand the relationship side of it until then,” she said.

Relationships shape both Shanley and her firm, which she founded in 2005. She works side-by-side with her mother (and they swear they get along and actually enjoy it). She counts her clients as friends.

“We feel like we serve people,” Shanley said. “We collaborate with them. We feel like our clients are our community.”

Rassler Financial has grown to serve hundreds of clients, who are mainly referred to her because of her track record of excellent work with clients for financial planning.

Shanley’s background and credentials have aimed to make her firm a trusted advisor.

Rassler Financial, 230 S. Broad Street, 17th Floor, Philadelphia, PA 19102.

We are licensed to sell Insurance Products in the following states: California, Connecticut, Delaware, Florida, Maryland, Massachusetts, New York, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington DC. 

We are registered to sell Securities in the following states:  Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Montana, New Mexico, North Carolina, North Dakota, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Washington DC, and Wisconsin. 

California Insurance License #: 0E93254

Securities offered through Triad Advisors Member FINRA / SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., an Independent Registered Investment Advisor. Continuum Advisory, LLC and Rassler Financial, LLC are not affiliated with Triad Advisors.

Privacy Policy


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Home page header image courtesy of Industrious

© 2018 Rassler Financial