Your Financial Planning and Investment Consultant Owes You Expert, Unbiased Guidance

Rely on independent and scientific financial planning and investment management.

Genuine financial knowledge requires proven facts.

Larry Russell, Managing Director
MBA (Stanford University), MA (Brandeis University), and BS (M.I.T.)

I will provide objective and comprehensive financial planning advice with a solid scientific basis. I am a completely independent, fee only financial planner, financial consultant, and investment planner. I provide scientifically-based, personal financial, investment, money, and retirement services to individuals. I work for you -- not for the financial investment industry.

Get a checkup from an expert financial consultant, guide, and adviser who:

  • Takes the time necessary to understand your situation in comprehensive detail
  • Provides thorough, personalized, and specific lifecycle action plans, including:
  • lifetime income, expense, and savings planning,
  • risk profiling and asset allocation,
  • cost-efficient and tax-efficient cash, bond, and equity investment recommendations
  • financial risk exposure analysis
  • Puts you at the center of decisions with VeriPlan, a sophisticated and fully automated personal financial planning tool that projects the financial impacts of the choices you want to make over your lifetime.

I base my advisory practice on financial planning and investing knowledge gained through:

  • education at Stanford University (MBA), Brandeis University (MA), and M.I.T. (BS)
  • twenty-five years of corporate and start-up management experience in corporate development, finance, business development, and marketing
  • extensive study of scientific finance research papers that provide useful information about which strategies to follow or to ignore.

I am committed to the financial education of my clients and strongly believe that educated individual investors make much better personal financial planning decisions across their lifetimes and for retirement. 

You and I will work together to analyze your financial affairs cooperatively. Your personal financial and investment plan will be designed for cost-efficiency and time-efficiency. Once established, your financial plan should require minimal tuning over time. As your financial services and investment consultant, I will act as your consumer advocate. I can help you to shop for the lowest cost financial products that are consistent with your financial 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. Your personal financial planning interests are paramount, and I will never have any third party compensation conflict-of-interest with the financial industry. I will not accept any third party sales commissions or other third party payments of any kind. 

Larry Russell
Managing Director
Lawrence Russell and Company
Pasadena, California

See also:

Ten Personal Financial and Investment Planning Steps in the Right Direction

My Value to You -- Personalized Scientific Financial Planning Services

Background of Author

Motivation of author and his individual investor education efforts


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VeriPlan DIY Home Financial Planning Software

Serving Financial Planning and Investment Management Clients in the Ventura County, California Area, including:

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Serving Financial Planning and Investment Management Clients in the San Diego, California Area, including:

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