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), started Rassler Associated Planning in the suburbs of Philadelphia in 1982. She grew up literally at the knees of a wealth of knowledge about the industry.
After watching her parents work with a terrified widower after his wife had passed away suddenly, Shanley realized exactly what her parents did. As her parents helped the man through the process, they coached, they counseled, they advocated for someone in their 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 worked side-by-side with her mother for 15 years until BJ retired in 2020 (they swear they got along and actually enjoyed it). She counts her clients as friends.
In 2015, Rassler expanded it’s team and today, Nicolette is an integral part of the day to day business and operations. Rassler Financial’s tailored investment approach and the opportunity to develop long term impactful relationships brought Nicolette to the company in 2018 and she quickly found a home. Nicolette is now a CFP® and a Rassler Financial Partner. Her skillset and integrity enhance Rassler Financial to help make it the company it is today.
Rassler Financial has grown to serve hundreds of clients, who are mainly referred to them because of the track record of excellent work with clients for financial planning.
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, Tennessee, Texas, Virginia, Washington DC.
We are registered to sell Securities in the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Montana, North Carolina, North Dakota, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Washington DC, West Virginia, 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.
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