Russell is the founder of Bosworth Financial Services. He has more than 30 years of financial services experience, proven planning, investing and consulting expertise and a broad range of skills that can help improve your financial future.
Financial & Retirement Planning
Russell is a CFP® and Investment Advisor Representative with a substantial track record of crafting action-oriented plans that enable clients to take clear steps towards a more positive financial future. Moreover, these plans go far beyond ‘the numbers’ by helping clients identify and address the key qualitative and life-style goals to which they aspire.
Russell has real understanding of all major asset classes--equities, fixed income, real estate, commodities--and long experience in selecting the specific investments that best meet your needs. His approach does not rely on short-term market timing efforts, but on application of long-term investment principles to a custom-tailored allocation strategy reflecting your risk tolerance, cash flow needs and long-term goals.
Prior to becoming an investment professional, he held senior management positions at Merrill Lynch and MetLife; and was president of a small consulting firm servicing major financial firms.
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 is a longtime member of the School of Practical Philosophy and sits on its Board.
Whether your primary concern is building assets for the future, establishing a sound retirement income stream, saving for college education, re-positioning your investment portfolio, or determining how to best support your favorite charities, our expertise can help.
So if you recognize that long term planning is the best way to achieve long term goals, but lack the time and/or expertise to develop and implement a plan on your own, consider our services carefully.