Bob Bruner has over 23 years of experience in the investment industry. He began his career at Van Kampen Funds in Chicago, where he worked his way through the company gaining knowledge and experience. It was not uncommon for his friends and family to seek investment advice. While working with his loved ones, Bob realized that many people were being underserved by their financial advisors. He was surprised to find there was poor communication, little financial planning, a lack of understanding their portfolios, no discussion of financial goals, and no understanding of the fees they were paying. Unfortunately, many clients were not properly being served.
By researching client needs, Bob knew he could focus his attention on financial issues that needed to be addressed. And so, in 1991, Bruner Wealth Management, LLC was launched. Since then, Bob has been focusing his attention on clients in the Mountville and surrounding area.
Bob is fully licensed for all general securities and insurance products. He is an Investment Advisor Representative, allowing a more integrated approach, especially for those nearing or in retirement. He has helped numerous people with various backgrounds and financial means. Bob is also certified to provide continuing education credits to attorneys and CPA's on tax and other financial issues. He brings all of his financial and business experience, with an honest and ethical approach, to guide his clients to help meet their financial goals.
His experience and knowledge with mutual funds, tax preparation and education, plus his vast resources for insurance and investment products equips him to discuss your financial situation and to discover your retirement goals and aspirations.