Robert Russell

Robert Russell

Investment Advisor Representative

Background

  • Verify on BrokerCheckView Profile
  • Professional DesignationsMBA

Rob has been thinking about financial planning since he was sixteen, interning for his grandfather's advisor while his friends had summer jobs at the pool. That foundation survived a decade-long detour at LinkedIn where colleagues had a funny habit of showing up at his desk with 401(k) questions, before he found his way back to the work he always knew he'd do. Based in Ojai with his wife and two daughters, he's a daily runner who believes getting outside fixes most things, and that money stops being scary the moment you have the right conversation.