Charlie has been in the Chicago area his entire professional career. He has over 30 years working in the FORTUNE 500 and personal market place. He had an enriching experience leading global consulting engagements with Price Waterhouse (now PwC) and Ernst & Young over an 11-year period. The Russ Financial Group offers individuals and families a distinctive approach to financial planning. Clients realize a comprehensive written financial plan that integrates asset management, protection strategy and income tax strategies.. The plan includes easy to read cash flow models for today through retirement. All this from an independent fiduciary, who is held to the highest ethical and legal standards, acting exclusively in the best interest of the client.
Additionally, Charlie is devoted to supporting the needs of business owners. They realize a great value from his deep business background especially around mitigating the risks surrounding business continuity and succession planning. He also specializes in designing and delivering tax efficient individual and executive savings strategies.
Education has always been one of his passions. He currently volunteers with the grass roots committee in support of the D86 YES VOTE for the Hinsdale area high schools. He worked hard with fellow neighbors 2 years ago and successfully pushed through a separate referendum raising $85,000,000 for the new Hinsdale Middle School. As a member of the DuPage County Junior Achievement Board of Directors, he helps deliver a fun and brilliant business-oriented curriculum to over 500,000 children in the Chicago area last year. Additionally, he served as a Board Member of the Chicago Youth Symphony Orchestras for over 13 years, and on the Parish Counsel of St. Andrews Church in Chicago.
An MBA from the Kellogg Graduate School of Management at Northwestern University, a BA from the University of Notre Dame, and a Certified Life Underwriter (CLU®) certification from the American College are among his credentials.
“Clients are like my neighbors; we talk about realistically fulfilling their dreams by considering the totality of their specific situation in order to maximize it. My relationships develop over time, building a sense of trust that leads to ongoing confidence. No two people aspire to the same purpose; but all appreciate the knowledge I share about the rules of finance and taxation. As a result, we work together to integrate all aspects of their financial life in order to make higher quality decisions about their retirement and avoid obvious traps. The result is real comfort and satisfaction as they realize the best for their retirement.”
Charlie current lives in Hinsdale, IL with his wife Adriana who is a Doctor of Audiology at Loyola Medical Center and their son, Charlie, IV.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian, CA Insurance License Number - 0F70935.