Russell A. Ballew, MBA, CFP®
Serving clients’ best interests is Russell Ballew’s paramount concern. With more than 10 years of experience in financial planning and investment management, he has the accumulated knowledge and perspective to help clients maintain their desired lifestyles for a lifetime.
Russell understands the dynamics of balancing the imperatives of wealth preservation, enjoying life and retiring with dignity.
Russell strives to anticipate clients’ needs, offering sound advice and useful solutions designed to meet practical needs and financial goals. He leverages his academic training to foster resilience based on time tested processes. He takes pleasure in explaining the basics and benefits of his approach in practical common-sense terms. Russell’s investment process reflects his clients’ individual investment experience, expectations for returns, tolerance for risk, and the performance of their portfolios.
Russell is a CERTIFIED FINANCIAL PLANNER™* professional who consciously embraces the highest standards of professional care – serving clients’ interests first and foremost. He consults with clients to implement investment solutions solely with their interest at heart. Once a client adopts an approach suitable to their specific needs, Russell monitors its performance for opportunities to adapt to pertinent market dynamics, life changes and new goals.
Russell began his career in financial services in 2003 when he worked for the US Master Pension Plan of the Chevron Corporation and previously spent seven years with UBS Financial Services, Inc. Today, Russell provides comprehensive financial and estate planning using where appropriate and suitable for the client equities, mutual funds, managed money, IPOs and more through Raymond James.
Russell has an MBA with concentrations in corporate finance and investment management from the University of North Carolina at Chapel Hill.
Russell and his wife, Taraneh, have three children. On any given weekend you will find Russell ferrying his children to community service initiatives and or sports activities. He has served and/or supported charities from the Boys & Girls Clubs of Tracy and the Stockton Homeless Shelter to the School of Imagination in Dublin, California.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.