Scott Russell, Cfp® Email & Phone Number
@ourcfoteam.com
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Who is Scott Russell, Cfp®? Overview
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Scott Russell, Cfp® is listed as Partner at Concierge Financial Organization, Financial Advisor with Osaic Wealth, Inc. at Concierge Financial Organization, a with 5 employees, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at ourcfoteam.com and a matched LinkedIn profile for Scott Russell, Cfp®.
Email format at Concierge Financial Organization
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AeroLeads found 1 current-domain work email signal for Scott Russell, Cfp®. Compare company email patterns before reaching out.
About Scott Russell, Cfp®
I am a partner at Concierge Financial Organization (CFO) where I help families and business owners manage their finances. After over 20 years in the financial services industry, primarily at the institutional level of a Broker-Dealer and Investment Advisor with over $28 billion in assets, I decided to transition to a new career in helping families and business owners directly. I mostly do this by helping them do what I did, be in a position financially to live their ideal life, which might mean having the ability to make a career change, retiring, or just having an improved sense of financial independence. WE TAKE A CONCIERGE APPROACH TO HELPING OUR CLIENTS BY OFFERING SERVICES SUCH AS: • Retirement Planning • Business Planning• Investment Management • Elder Care Planning• Special Needs Planning • Tax Planning• Estate Planning One of these areas has particular meaning to me, Special Needs Planning. I know from personal experience what kind of action families need to take when managing the complexity of having children with special needs. I want to be a resource for those within the special needs community and I am available for public speaking concerning this topic. Please don’t wait to put a personalized financial plan in place. If you are looking for a Personal CFO to help you create and execute your plan, please contact me. “You may delay, but time will not.” -Benjamin Franklin
Listed skills include Strategic Financial Planning, Investments, Budgets, Financial Advisory, and 5 others.
Scott Russell, Cfp®'s current company
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Scott Russell, Cfp® work experience
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Partner At Concierge Financial Organization, Financial Advisor With Osaic Wealth, Inc.
Frequently asked questions about Scott Russell, Cfp®
Quick answers generated from the profile data available on this page.
What company does Scott Russell, Cfp® work for?
Scott Russell, Cfp® works for Concierge Financial Organization.
What is Scott Russell, Cfp®'s role at Concierge Financial Organization?
Scott Russell, Cfp® is listed as Partner at Concierge Financial Organization, Financial Advisor with Osaic Wealth, Inc. at Concierge Financial Organization.
What is Scott Russell, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ourcfoteam.com for Scott Russell, Cfp® at Concierge Financial Organization.
Where is Scott Russell, Cfp® based?
Scott Russell, Cfp® is based in St Petersburg, Florida, United States while working with Concierge Financial Organization.
What companies has Scott Russell, Cfp® worked for?
Scott Russell, Cfp® has worked for Concierge Financial Organization.
Who are Scott Russell, Cfp®'s colleagues at Concierge Financial Organization?
Scott Russell, Cfp®'s colleagues at Concierge Financial Organization include Tom Moriarty, Cpa and Kevin Moriarty, Cfp®.
How can I contact Scott Russell, Cfp®?
You can use AeroLeads to view verified contact signals for Scott Russell, Cfp® at Concierge Financial Organization, including work email, phone, and LinkedIn data when available.
What skills is Scott Russell, Cfp® known for?
Scott Russell, Cfp® is listed with skills including Strategic Financial Planning, Investments, Budgets, Financial Advisory, Financial Services, Finance, Insurance, and Investment Management.
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