Who We Are
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Russell P. Bosworth, CFP® Russell is the founder of Bosworth Financial Services. He has more than 25 years of financial services experience, proven planning and consulting, expertise and a broad range of skills that can help improve your financial future. Financial Planning Russell is a CFP® and a Registered Investment Advisor. He has held management positions at Merrill Lynch and MetLife and consulted to PaineWebber, Prudential, Citicorp, and other leading financial firms. He has in-depth knowledge of mutual funds, annuities, and insurance products and has been providing high quality financial planning services to individuals since 2003. Life Planning and Coaching Russell has run career counseling and life coaching firms, providing one-on-one guidance to help professionals increase job satisfaction, find better career fits, and develop meaningful goals for their retirement years. Education Russell holds an MBA in Marketing from the Wharton School, an MA in Psychology from the New School, and a BA in Mathematical Economics from Brown University. He also completed NYU's Financial Planning Intensive Program which covered all facets of financial planning from investments to retirement and estate planning.
Click on the links below to find out more about our programs, our process, and the principles we follow. |
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