Pasadena Financial Planner -- Pasadena, California | Find the Best Independent Financial Planner

Find the Best Independent Financial Planner


Get help from an independent financial planner and fee only investment advisor who will:

  • Take the time necessary to understand your family’s personal financial and retirement planning situation in comprehensive detail
  • Provide thorough, personalized, and specific financial action plans
  • Put you at the center of decisions using a sophisticated and fully automated personal financial planning tool that projects across your lifetime the potential impacts of financial decisions you might wish to make.

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My knowledge of personal financial planning and investing has been developed through:

  • education at Stanford University (MBA), Brandeis University (MA), and M.I.T. (BS)
  • twenty-five years of corporate and start-up management experience in the business development, financial planning, corporate development, and investment functions
  • studying the scientific finance research literature in depth to find evidence about which investment and financial planning strategies work and which do not
  • design and engineering of sophisticated lifecycle personal financial planning software to support the development of highly personalized lifetime family financial plans

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Do you want reasonably priced, comprehensive financial planning services from a responsive fee only investment advisor and personal financial planner?

My financial and retirement planning services will be valuable and cost-effective to you. My financial consultant fees will be reasonable, clearly understood, and determined in advance. I can provide you with comprehensive, reasonably priced financial, investment, and retirement planning services on an hourly, fixed fee, or retainer basis.

When delivering my financial planning and investment advisory services, I will never tolerate any conflict of interest. No financial industry incentives will ever interfere with my development of an optimal long-term financial plan for you. My recommendations will focus exclusively on your family’s financial interests.

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See: Pasadena California Financial Planner >>>

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Pasadena Financial Advisor

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Larry Russell, Managing Director

MBA – Stanford University, MA – Brandeis University, and BS – M.I.T.

Lawrence Russell and Company Pasadena, California 91103

(626) 399-9579

A California Registered Investment Adviser — Certificate 133101

KNOWLEDGE — OBJECTIVITY — HONESTY — DILIGENCE — SATISFACTION

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A truly independent financial planner and fee only investment advisor

(Regarding compensation, I perform services solely on a fixed fee or hourly fee for service basis, and only under a contract that we agree upon. You will not have to pay any asset fees. Furthermore, in the interest of avoiding any conflict-of-interest, I never accept compensation or commissions of any type from the industry.)

Start a conversation today — Send a message using this contact form

Financial Planner in Pasadena CA

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Serving clients throughout the greater Pasadena, California area including these cities: Altadena, Glendale, La Canada Flintridge, Montrose, Pasadena, Rosemead, San Dimas, San Gabriel, San Marino, Silver Lake, South El Monte, and South Pasadena.

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Financial Advisor Pasadena

  • 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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  • 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 [...])
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  • 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 [...])
  • 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 [...])
  • 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 [...])