
Russ
Weiss
,
CFP, GFP Fellow
Firm Details
TBD
Countries of Expertise
United States
Biography
Graduate of Penn State University with Bachelor of Science in Finance with specialization in Security Analysis and Portfolio Management. With Marshall Financial since 2001, Russ is a Senior Wealth Advisor and Chief Planning Officer. Focusing on the human element of money, having studied financial behavior and psychology, he’s especially drawn to the challenge of solving complex problems. Clients often turn to him to tackle unique issues, like the financial implications of blended families, unmarried couples, or a cross-border lifestyle. When a US citizen wants to move abroad, I help them figure out what that means and whether they have the resources to do it.
Specialties
Non Traditional Lifestyles (unmarried couples, blended families and inbound and outbound planning)
Billing Types
Base annual cost plus a percentage of money/assets we manage in investments



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