Experience

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  Founder dean roland russell and "fee only"​ financial planner

  Jan 1985 - now

  We help plan our clients' financial futures based on their goals on an on-going basis. This means reviewing all aspects of their financial life such as investment planning, estate planning, income tax planning with their CPA, insurance planning with their insurance agent, etc. then checking that their goals have been met or what needs to be done to reach the goals. We are "fee only" which means that we are solely compensated by the client. MBA (Finance) CPA PFS CFPMary has been providing "fee only" financial advisory services since 1985. First in conjunction with her CPA tax practice and beginning in 1988 on a full time basis. Mary was both a RIA (Registered Investment Adviser) and registered as a CPA with the California State Board of Accountancy. Her registration changed to Investment Adviser Representative (IAR) upon co-founding Dean Roland Russell.

  • Founder and "fee only"​ financial planner

    Jan 2012 - now

  • Owner

    Jan 1985 - Dec 2011