Pasadena Financial Planner -- Pasadena, California

Privacy

Financial Planners Pasadena CA takes your privacy seriously. This privacy policy describes what personal information we collect and how we use it.
Financial Planners in Pasadena CARoutine Information Collection
All web servers track basic information about their visitors. This information includes, but is not limited to, IP addresses, browser details, timestamps and referring pages. None of this [...]

Financial Planning Reading List

The Pasadena Financial Planner has written extensively about personal financial planning and investment management on a variety of websites. When I work with clients to develop their customized lifetime financial and investment plans, they often ask what they should read to improve their financial literacy.
This article provides a list of recommended reading from among the [...]

Your Family Financial Planning

10 Financial Planning Steps in the Right Direction
Families need an objective financial planning process. In addition, they need to be in control — whether or not they have a family financial planning consultant. With a well-designed and personal financial plan, you can optimize your financial affairs over your lifetime. You can greatly reduce the waste [...]

Efficiency of Personal Investing Strategies

Step 9 of 10 Personal Financial Planning Steps in the Right Direction
This is one of the “10 Steps in the Right Direction” that make up the Pasadena Financial Planner’s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article for [...]

Insurance Risk Management

Step 8 of 10 Personal Financial Planning Steps in the Right Direction
This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner’s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article for [...]

Asset Allocation, Investment Asset Tax Location, and Emergency Cash Management

This article discusses personal investment portfolio asset allocation and some considerations about where to hold different classes of financial assets from the standpoint of more optimal taxation.
As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your [...]

Your Personal Financial Planning Skills

10 Personal Financial Planning Steps in the Right Direction
This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner’s personal financial planning and personal investment management process. For a summary of these ten steps, see Your Family Financial Planning. To find an in depth article for each step, [...]

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PostsCategory: Independent Financial PlannerAn Objective and Independent Financial AdvisorAsset Allocation, Investment Asset Tax Location, and Emergency Cash ManagementEfficiency of Personal Investing StrategiesFee Only Financial Planner for Those Who Are Not (Yet) Fabulously RichFinancial Planning Reading ListFinancial Planning ToolsFind the Best Independent Financial PlannerIndependent Investment Counselors and Financial AdvisorsInsurance Risk ManagementInvestment Asset AllocationInvestment Diversification StrategyInvestment Management [...]

Pasadena Financial Planner Background

Comprehensive financial planning advice informed by extensive business experience
<<< Pasadena Financial Planner Background Part 1: Pasadena Financial Planning
Receiving my Stanford MBA in 1982, I moved a few miles south to begin my corporate career in Silicon Valley. For most of my twenty-five plus years after Stanford, I have managed strategic business and corporate initiatives for [...]

The Pasadena Financial Planner

Find the best personal financial planning consultant for your family
The Pasadena Financial Planner (Larry Russell) is an experienced business executive with a background in corporate business management, technology start-ups, financial modeling, investment management, economics, statistics, taxation, and accounting.
This article provides the biography of the Pasadena Financial Planner and explains how his expertise in comprehensive [...]

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