portrait of Russell T Case
FINANCIAL ADVISOR
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About Russell

What is important about money to you?

How would you spend time on your Family, Health and Purpose if your Finances had context?

What is your “enough number” and how does growing your money really help you grow your time?

Have you planned for tomorrow so you can make the most of today?

These are the questions that fuel my mission every day. Purposeful investing can seem daunting, but my calling is to understand what is important to you, so we can make sense of investing together.

I focus on helping organize wealth, grow wealth, protect wealth and transfer wealth for select families that are...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Employee Stock Options

Work History

  • Edward JonesDecember 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Santa Clara UniversityBachelor of Science-Commerce
  • Santa Clara UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Hiking
  • Golfing
  • Reading

Team Members

  • Lorraine Mazzanti
    Sr. Branch Office Administrator
  • Sariah Babcock
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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