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@rodgers-associates.com
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3 phones found area 717
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LinkedIn matched
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Robin Russo, Mba, Cfp®, Crpc® is listed as Financial Adviser at Rodgers & Associates, a with 20 employees, based in Lancaster, Pennsylvania, United States. AeroLeads shows a work email signal at rodgers-associates.com, phone signal with area code 717, and a matched LinkedIn profile for Robin Russo, Mba, Cfp®, Crpc®.
Robin Russo, Mba, Cfp®, Crpc® previously worked as Chief Compliance Officer at Kuntz Lesher Capital Llc and Senior Investment Analyst at Kuntz Lesher Capital Llc. Robin Russo, Mba, Cfp®, Crpc® holds Bachelors Of Science, Industrial Engineering, With High Honor from Georgia Institute Of Technology.
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AeroLeads found 1 current-domain work email signal for Robin Russo, Mba, Cfp®, Crpc®. Compare company email patterns before reaching out.
I am part of the Wealth Management Team at Rodgers & Associates. We specialize in planning for retirement and are focused on helping to ensure our client’s financial independence. As a fee-only financial planning firm, we act as fiduciaries for our clients at all times.
Listed skills include Financial Planning, Mutual Funds, Investments, and Financial Reporting.
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As a Rodgers & Associates Financial Adviser, my role is to serve as the chief financial officer for a select group of high net worth individuals and families. I devise strategies for investing, tax minimization, estate, retirement and insurance planning and many others as needed.
Serving as CCOCompleted initial SEC registration in June 2006, crafted Disclosure Document, Policies & Procedures Manual, Code of Ethics,Trading Forms and all Investment Management Agreements. Responded to all SEC audit requests, including risk assessment audit and annual surprise custody audit. Responsible for all compliance issues.Supervises all trading activities..
Designed mutual fund portfolios for individual and corporate clients.As part of Investment Committee, created and maintained the KLC recommended mutual fund list.Serving as investment advisor for 401(k) plans, coordinating with the plan record keeper, writing the IPS, selecting and monitoring the mutual funds offered, preparing informationa lmaterials for participants and trustees, conducting group and idividual participant meetings.
Performed mutual fund research.Placed equity & mutual fund trades.Completed annual IARD registration & filing of ADV.Assisted with various account forms as required by custodian.
Other employees you can reach at rodgers-associates.com. View company contacts for 20 employees →
Stephen Thornsberry
Colleague at Rodgers & AssociatesMetairie, Louisiana, United States
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Ashley Duff
Colleague at Rodgers & AssociatesLancaster, Pennsylvania, United States
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Erika Eckman, Crpc®
Colleague at Rodgers & AssociatesLancaster, Pennsylvania, United States
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Lita "Lee" Pelko, Cfp®, Crpc®
Colleague at Rodgers & AssociatesLancaster, Pennsylvania, United States
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Rick Rodgers, Cfp®, Crpc®
Colleague at Rodgers & AssociatesLancaster, Pennsylvania, United States
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Sandy Skrodinsky
Colleague at Rodgers & AssociatesLancaster County, Pennsylvania, United States
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Christopher Hershey, Cfp®
Colleague at Rodgers & AssociatesLancaster, Pennsylvania, United States
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Patrick Seleka
Colleague at Rodgers & AssociatesCity Of Johannesburg, Gauteng, South Africa
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Brittany Luttrell, Msf, Chfc®
Colleague at Rodgers & AssociatesElizabethtown, Pennsylvania, United States
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KR
Kathryn Rodgers
Colleague at Rodgers & AssociatesBird In Hand, Pennsylvania, United States
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Cooperative Plan
Activities and Societies: Graduate Business Award
Quick answers generated from the profile data available on this page.
Robin Russo, Mba, Cfp®, Crpc® works for Rodgers & Associates.
Robin Russo, Mba, Cfp®, Crpc® is listed as Financial Adviser at Rodgers & Associates.
AeroLeads has found 1 work email signal at @rodgers-associates.com for Robin Russo, Mba, Cfp®, Crpc® at Rodgers & Associates.
AeroLeads has found 3 phone signal(s) with area code 717 for Robin Russo, Mba, Cfp®, Crpc® at Rodgers & Associates.
Robin Russo, Mba, Cfp®, Crpc® is based in Lancaster, Pennsylvania, United States while working with Rodgers & Associates.
Robin Russo, Mba, Cfp®, Crpc® has worked for Rodgers & Associates, Kuntz Lesher Capital Llc, Fisher Advisors, Mccormick, and R.R. Donnelly & Sons.
Robin Russo, Mba, Cfp®, Crpc®'s colleagues at Rodgers & Associates include Stephen Thornsberry, Ashley Duff, Erika Eckman, Crpc®, Lita "Lee" Pelko, Cfp®, Crpc®, and Rick Rodgers, Cfp®, Crpc®.
You can use AeroLeads to view verified contact signals for Robin Russo, Mba, Cfp®, Crpc® at Rodgers & Associates, including work email, phone, and LinkedIn data when available.
Robin Russo, Mba, Cfp®, Crpc® holds Bachelors Of Science, Industrial Engineering, With High Honor from Georgia Institute Of Technology.
Robin Russo, Mba, Cfp®, Crpc® is listed with skills including Financial Planning, Mutual Funds, Investments, and Financial Reporting.
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