Russ Johnson has been helping clients plan financially since 1992. Having lived primarily in Kansas City and Chicago through his formative years, Russ brings a strong foundation of Mid-western values to his financial planning practice and the community. Russ' community involvement includes having served as Co-founder and Board Chair of Oakstone Academy Palm Beach, Committee Chair of the Special Needs Children's Ministry of Ascension Catholic Church in Boca Raton, FL, former Board Member of Elder Quality of Life of Palm Beach respectively, and is a former volunteer Instructor with the State of Kansas Department of Wildlife and Parks, all Not-for-Profit Organizations. Russ, and his wife, Anamaria, live in south Florida with their three children.
Russ is a licensed financial advisor whose base of knowledge is centered in the areas of financial planning. Professional education includes Accredited Asset Management Specialist℠ (AAMS®), Certificate from the American Society of Pension Professionals and Actuaries (ASPPA), Chartered Mutual Fund Counselor℠ (CMFC®), and B.S. from Kansas State University.
In addition, Russ has successfully completed the Raymond James Institute of Finance courses: Financial Planner Series for Business Owners, Financial Planner Series for Individuals, Investment Management Consultant - Level I and II, as well as the Raymond James Advanced Trust Institute. Licenses held include Series 7, 8, 24, 63, 65, annuity, life and health insurance.
Accredited Asset Management Specialist℠ (AAMS®), Chartered Mutual Fund Counselor℠ (CMFC®), are trademarks of the College For Financial Planning in the United States and/or other countries.
Raymond James is not affiliated with the above organizations and/or charitable causes.