Rob Bruner, CFP®, ChFC

Minimize Taxes. Maximize Retirement Income. Retire With Confidence.

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Valtinson Bruner Financial Planning Rob Bruner, CFP®, ChFC
New Brighton, MN

Serving Clients Nationwide

Minimize Taxes. Maximize Retirement Income. Retire With Confidence.

Areas of Focus

  • Cash Flow
  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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.

Professional Designations

  • Chartered Financial Consultant (ChFC)


  • The AGC

Primary Location

388 Cleveland Ave SW New Brighton, MN 55112

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Commissions
  • Fee Based
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

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


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.


University of Northern Iowa; Business, Marketing, Economics


Hobbies and Interests

  • Family
  • Sports

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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