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 CA
Routine Information Collection
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Financial Planners in Pasadena CA
Cookies and Web Beacons
Where necessary, Financial Planners Pasadena CA uses cookies to store information about a visitor's preferences and history in order to better serve the visitor and/or present the visitor with customized content.
Advertising partners and other third parties may also use cookies, scripts and/or web beacons to track visitors to our site in order to display advertisements and other useful information. Such tracking is done directly by the third parties through their own servers and is subject to their own privacy policies.
Financial Planners in Pasadena CA
Controlling Your Privacy
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Financial Planners in Pasadena CA
Special Note About Google Advertising
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Financial Planners in Pasadena CA
Contact Information
Concerns or questions about this privacy policy can be directed to help (then the at sign) financialplannerpasadena (then the dot) com for further clarification.
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Financial Planners Pasadena CA
A truly independent financial planner and fee only investment advisor

.
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
Start a conversation today — Send a message using this contact form
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Financial Advisor Pasadena
- 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 [...])
- 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, [...])
- A Fee Only Financial Planner for Those Who Are Not (Yet) 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. [...])
- 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 [...])
- 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 [...])
- Investment Risk Tolerance (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, [...])
- 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.
Do you want [...])
- 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 [...])
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