Pasadena Financial Planner -- Pasadena, California

Your Family Financial Planning Process

<<< Go Back to Part 1 (Steps 1 to 5) — Family Financial Planning Pasadena
To find an in depth article for each step, just click on the “Pasadena Financial Planners Sitemap” link at the top of this page and look for the articles numbered from 6 to 10. Note that you can reach us by [...]

Independent Investment Counselors and Financial Advisors

Step 10 of 10 Personal Financial Planning Steps in the Right Direction
Pick financial advisers and investment advisers solely to obtain objective and high quality financial advice. Specific financial counsel and investment counsel is potentially of high quality, only if it is carefully customized to your particular needs and only if it is given by an [...]

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 [...]

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 [...]

Investment Management Fees

Step 7 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 [...]

Fee Only Financial Planner for Those Who Are Not (Yet) Fabulously Rich

Most investment planning services firms focus on the interests of the wealthy, while the financial services industry and full service brokers hide fees within excessively costly and supposedly “free” financial products sold to the affluent middle and upper middle class
(Note that you can reach us by using the contact form below.)
Using hundreds of thousands of [...]

An Objective and Independent Financial Advisor

Find an independent financial advisor who understands and follows the scientific finance literature.
(Note that you can reach me by using the contact form below.)
During my 20+ year Silicon Valley business management career, I had saved and invested according to the financial principles that I had learned at the Stanford Business School in the early 1980s. [...]

Pasadena Financial Planner Background

Comprehensive financial planning advice informed by extensive business experience
<<< Pasadena Financial Planner Background Part 1: Pasadena Financial Planning
(Note that you can reach me by using the contact form below.)
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 [...]

Pasadena Financial Planner

Find the best personal financial planning consultant for your family
(Note that you can reach me by using the contact form below.)
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 [...]

About

An Objective Personal Financial Planning and Investment Management Website
This website has been researched, written, and published independently. To ensure objectivity, no compensation of any kind has been paid by any third party to influence the editorial content of this website. All articles on this website were written by the Pasadena Financial Planner.
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