Russ has over 20 years of experience in investing and tax planning. In addition to being a Certified Financial Planner™, Russ is a Certified Public Accountant. Previous experience includes teaching high school physics and 10 years as an Editorial Systems Manager for the Los Angeles Times where he shared the Pulitzer Prize for reporting on the 1992 Los Angeles Riots. In 1996 he was the branch manager of a local independent securities firm. In 1997 he became a fee-only financial planner and registered as an Investment Advisor with the State of Oregon. Russ has a BA in chemistry and a teaching certificate from California State Univ. Fullerton. He also is a graduate of the College for Financial Planning, and has a post-bacc certificate in accounting from Portland State University. Russ has taught tax and retirement planning classes for the College for Financial Planning, AARP Tax-Aide, and City University. He is a frequent seminar leader for local tax and financial planning organizations. Russ is an active member of the Financial Planning Association, Oregon Society of CPAs, and the National Association of Personal Financial Advisors.
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