Rob Bruner loves sorting through financial data and crafting a plan that meets our client’s goals. He is especially passionate about developing retirement income plans. He strongly believes that a clear plan for providing monthly income leads to retirement happiness and fulfillment.
Rob has been in the financial services industry for 20 years. He earned the Certified Financial Planner (CFP®) designation, Chartered Financial Consultant (ChFC) designation and Retirement Income Certified Professional (RICP®) designation.
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
We Coordinate Every Aspect Of Your Financial Plan (Even Taxes), So You Can Finally Feel Confident About Retirement.
Why People Like You Choose Valtinson Bruner:
✔️ Fiduciary
We are a fiduciary, fee-based firm. We answer our clients’ questions honestly and always act in their best interest… and we’ve been doing it since 1984.
✔️ Save On Taxes
We help clients reduce their tax burden by revealing strategies for lowering taxes that most other people don’t even know about.
✔️ Comprehensive Planning
When they work with us, our clients don’t have to go anywhere else. We’re a one-stop shop that handles all of their financial planning needs.
Education
University of Northern Iowa; Business, Marketing, Economics
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