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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