A financial advisor since 2000, Bert Runnels has fused frequent communication, financial modeling and ongoing monitoring into a signature advisory style. This approach has been refined over time and is the foundation for a practice that includes clients ranging from millennials to retirees and young professionals to seasoned business owners.

Bert’s areas of expertise include financial planning, portfolio management, retirement strategies and estate planning. Because he understands planning is now a more complex process than in previous times, Bert feels a responsibility to help prepare clients for different, but likely, scenarios. The desire to help others is the driving force behind both his career choice and time commitment to clients, and Bert always strives to provide exceptional service and become a trusted advisor to those he serves.

Community Involvement and Support

• Houston Northwest Chamber of Commerce
• Klein ISD Education Foundation
• Lions Club of Temple

Education and Certifications

• Tarleton State University
• Series 7, 24, 63 and 66 Securities Licenses
• Texas Life and Health Insurance licenses

Professional Experience and Recognition

• LPL Financial/Trustmark Financial
• Uvest Financial Services Group
• Wachovia Securities
• Futureshare Financial
• RBR Securities