Pasadena Financial Planner -- Pasadena, California | Reasonably Priced Financial Planning Services

Reasonably Priced Financial Planning Services


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

You can reach me by using the contact form below.

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I am committed to the financial education of my clients. I strongly believe that financial education will help you to make much better personal financial planning decisions across your lifetime. Together, we can significantly improve the quality of your practices in family financial planning and your personal investment management.

We will work together cooperatively to analyze your financial affairs. We will develop a detailed lifecycle projection model of your family’s finances that will allow us to automate the testing of how different personal financial decisions might impact your family’s financial future.

I will help you to understand and adopt more durable, time-efficient, and cost-effective lifetime financial and investment strategies. I will advise you on improved methods for the long-term self-management of your family’s financial affairs. Your personal financial and investment plan will be designed for cost-efficiency, tax-efficiency, and time-efficiency. Once established, your financial plan should require minimal tuning over time.

As your personal financial advisor and independent investment advisor, I will also act as your financial consumer advocate.

I will help you learn how to be a highly cost conscious consumer of financial and investment products that are consistent with your personal financial goals and plan.

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.

I will never charge any fees in relationship to your assets. Simply put, your financial assets are yours and not mine. I believe that financial advisor fees should not be proportional to your assets.

Your family’s interests will always come first. I will work exclusively for you and your family. I will never accept any form of compensation from any third party.

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.

Get help from a fee only financial planner and independent 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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See: Pasadena Financial Planners >>>

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Financial Planning in Pasadena CA

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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

A truly independent financial planner and fee only investment advisor

(Regarding how I am compensated, I work solely on a hourly fee or fixed fee for services basis, and only under a contract that we would agree upon. I do not charge any asset fees. In addition, in the interest of avoiding any conflict-of-interest, I never accept commissions or compensation of any kind from the industry.)

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

Financial Planner in Pasadena California

Serving clients throughout the greater Pasadena, California area including these cities: Glendale, La Canada, La Crescenta, La Tuna Canyon, La Verne, Los Feliz, Monrovia, Montrose, North Hollywood, Pasadena, San Marino, and South Pasadena.

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Financial Advisor Pasadena

  • 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 [...])
  • 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 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 [...])
  • 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, [...])
  • Financial Planning Reading List (The Pasadena Financial Planner has written extensively about personal financial planning and investment management on a variety of websites. When I work with clients to develop their customized lifetime financial and investment plans, they often ask what they should read to improve their financial literacy. This article provides a list of recommended reading from among the [...])
  • Investment Diversification Strategy (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, [...])
  • 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 [...])
  • 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 [...])
  • 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 [...])
  • 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 [...])