Qualified consultants
for your company retirement plan

Evan Russell

Financial Advisor, RJFS

Evan Russell is a financial advisor with two years of experience in retirement planning. Having passed Level 1 of the CFA program, he is committed to helping clients achieve their retirement goals through personalized financial strategies, including retirement income planning, investment management, and tax-efficient strategies. Evan has experience dealing with 401(k)’s, Cash Balance Plans, Profit Sharing Plans, and more. He is focused on his client-focused approach and offering clear, practical advice.

Evan Russell

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