5 Valley Square, Ste 110
At the age of 24, Bruce Risler started his first business with virtually no guidance. Through pure perseverance, he was able to make it successful as he learned along the way. He then entered the insurance industry and quickly transitioned to include investment management and financial planning, establishing Risler Financial Management in 1999. Bruce grew up in a modest household where his father Sam, a mechanic, worked three jobs, and his mother worked outside the home during a time when most of his friend’s mothers did not. He saw his parents scrimp and save, barely keeping their head above water, and he vowed that this would not be the case for himself. This determination became a passion and was the impetus for his desire to live his best life and to help others to do the same. Today, we are proud of the clients we serve and how we serve them: with passion, integrity, and a fiduciary responsibility that has guided our actions well before it became a regulatory mandate.
Certified Financial Planner™ professional
I am proud of our client-centered approach and the personal attention we provide to each and every client, making them feel like they are the only client we have. For over 25 years I have been serving clients with an unwavering commitment to providing independent, professional, and totally objective advice. I welcome you to learn first-hand how we help clients pursue financial independence.
As an avid cyclist and exercise enthusiast, I strive to live life to the fullest and to encourage others to do the same. Life Planning is at the heart of who I am and helping clients live their best life is what I do best.
I reside in Lafayette Hill, PA, with my wife Sheri, a college professor, and our 17-year-old cockapoo Rosabelle. We have a wonderful daughter Stephanie who resides in NYC.
Associate Wealth Advisor, Certified Financial Planner™ professional
As an Associate Wealth Advisor and Certified Financial Planner(TM) professional, it is my responsibility to ensure that our clients receive the attention they deserve and that we act in their best interest. The opportunity of getting to truly know our clients allows me to bring clarity to their financial futures as we create and implement roadmaps to help preserve and grow their assets, while creating income strategies in working towards a comfortable retirement. I am committed to offering quality advice and superior service, enabling our clients to focus on the more meaningful aspects of their lives.
Director of Operations
I joined Risler Financial Management in March of 2000. As director of Operations I am Bruce’s right hand. Personal attention and client service is at the heart of what I do on a daily basis. I am a great big set of hands that help to deliver that Risler Financial Management personal touch.
I have found that serving others is the motivating passion of my life and I am thrilled that I can fulfill this passion at Risler Financial Management.
As an Operations Associate at RFM, I strive to provide excellent customer service in the warm, welcoming, and personalized manner that our clients have come to expect. Being part of such a knowledgeable and client-focused team has enhanced my life and personal growth. I look forward to the wonderful opportunity to show you my value in hopes of further enhancing your life.
I live in Conshohocken and am the proud single mother of a beautiful and smart daughter who is entering her senior year in high school. In my spare time, I like to read and stay active physically, mentally, and spiritually.