Russell P Bosworth, CFP®
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 Registered Investment Advisor 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.