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 C/O Industrious, Philadelphia, PA 19102.
We are licensed to sell Insurance Products in the following states: Texas, Virginia, Pennsylvania, Delaware, Oregon, Ohio, New York, Rhode Island, South Carolina, Florida, North Carolina, New Jersey.
We are registered to sell Securities in the following states: Alabama, Arizona, California, Connecticut, Delaware, Florida, Maryland, Michigan, North Carolina, North Dakota, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Colorado, DC, Illinois, Massachusetts, Montana, New Mexico, Oklahoma, Oregon, Tennessee, Washington, Wisconsin
California Insurance License #: 0E93254
Securities offered through Triad Advisors Member FINRA / SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC is not affiliated with Triad Advisors.
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