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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This article continues below this introduction:

Pasadena Financial Advisor

A truly independent financial planner and fee only investment 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

A California Registered Investment Adviser — Certificate 133101

KNOWLEDGE — OBJECTIVITY — HONESTY — DILIGENCE — SATISFACTION

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

Financial Planner in Pasadena CA

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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

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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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

  • 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 [...])
  • Living Expense Tracking Methods (Many people do not track their living expenses and do not understand the magnitude of their consumption. Failure to monitor your consumption expenditures means that they are flying blindly regarding their future finances. If you do not understand how much you spend and how much you are saving and investing, you simply do not have [...])
  • 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, [...])
  • 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 [...])
  • Investment Asset Allocation (Step 5 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 [...])
  • 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. Also, you can reach us by using [...])
  • Financial Planning Tools (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, [...])
  • An Objective and Independent Financial Advisor (Find an independent financial advisor who understands and follows the scientific finance literature. 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. (See: Pasadena Financial Planner) Retiring in 2001, I began a systematic [...])
  • Personal Investment Strategy (Step 6 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 [...])

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