Bob has 30+ 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. It was not uncommon for his friends and family to seek investment advice. But when helping them, Bob realized many of his loved ones were underserved by their financial advisors. He was surprised to find there was poor communication, little financial planning, zero discussion of goals, and no understanding of the fees they were paying.
Bob knew he could do a better job of addressing client needs. And, so, in 1991, he launched BRUNER Wealth Management, LLC. Since then, Bob has focused his attention on clients in Mountville, South Central Pennsylvania, and other surrounding states.
As an Investment Advisor Representative, Bob is fully licensed to offer investment and insurance products. He helps people with various backgrounds and financial means. Bob also is certified to provide continuing education credits to attorneys and CPAs 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.