Shanley's primary focus is the creation of retirement; investment and estate plan strategies to help her client’s realize their financial and life goals.
Ms. Rassler Campbell is an Investment Advisor Representative with Signator Investors, Inc. and owner of Rassler Financial, a full service financial services firm. Shanley’s low-key style and personalized service have made her one of the most sought after financial planners in the area, serving over 200 people.
She has received numerous awards, including the prestigious “Pinnacle Club” award (top 5% of advisors with Transamerica) in 2007, 2010, 2011, 2012 and 2013 and the "Summit Club" award in 2008. She earned the "Rookie of the Year" with the National Association of Women Business Owners in her first year with the organization and "Board Member of the Year" in 2010. She continues to earn accolades as a top producer year after year.
Shanley is very active in community affairs, having served on the executive committee of the National Association of Women Business Owner's Philadelphia chapter, on the Board for Back on My Feet and mentoring as a Big Sister in the Big Brother’s Big Sister’s program since 1997. She was the Treasurer for Philly Runners, a local running club and enjoys participating in marathons, ultimate relay races and triathlons. She first became a member of Mensa in 1984.
She graduated from the University of North Carolina Asheville before working at Morgan Stanley prior to opening Rassler Financial. She currently resides in center city Philadelphia with her husband, Patrick and their two children Deegan (born in 2010) and Saylor (born in 2013).
Shanley focuses on financial and estate planning strategies for individuals, executives and business owners paying particular attention to retirement planning and the generation of lifetime income for her clients. Shanley is a CFP® practitioner. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
As a Chartered Financial Consultant (ChFC), Shanley must meet experience requirements and pass 8 extensive exams covering finance, investing, taxes, insurance, estate planning and ethics.
Rassler Financial, 1221 Locust Street, Philadelphia PA 19107.
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 and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, and SEC Registered Investment Adviser.
© 2016 Rassler Financial