portrait of Russell Janis

About Russell

Throughout my career, I've served in the financial services industry where I've helped individuals, businesses and other organizations plan and reach their financial goals. I believe in a comprehensive financial approach that begins by understanding and clarifying your expectations and goals before investing your money. The first 30 years of my career, I was a certified public accountant (CPA) where I focused on the immediate financial needs of my clients. The last few years, I've become more passionate about the longer-term needs and goals of my clients. While I cannot provide tax advice, the knowledge I have has provided a...

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • New Investors

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Queens CollegeBachelor of Arts

Personal Interests

  • Active Lifestyle
  • Baseball
  • Cooking
  • Tai Chi
  • Volunteering

Team Members

  • Viola Johnson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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