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Process Overview

RubinBrown tailors our financial management services based around the major life phases that make up a financial plan. We have categorized these stages into four phases, which encompass the general path that we take during our working career, preparing for and then enjoying retirement.

Phases of Portfolio Management

Building A Financial Foundation

Our individualized approach allows each client to have a feeling of control over their financial destiny. At the financial foundation stage, we work together to lay the groundwork for your future goals.

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Preparing for Retirement

Once a foundation has been put into place, several years (at least) before retirement commences, it makes sense to take a step back and take a look at the state of your financial plan and evaluate a few questions.

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Retirement

With the planning steps put in place during your foundation and preparing for retirement phases, putting your goals into action and enjoying your retirement should now go hand-in-hand.

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Managing A Legacy

One aspect of a successful retirement stage is that you start to look beyond your own needs and, for some individuals, consider ways to transition your assets for future generations or charitable contributions.

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Back to Meet the Team

John Russo, CFA®, CPA, CAIA

Advisor

John Russo, CFA®, CPA, CAIA

Advisor

Contact Information

St. Louis, MO john.russo@rubinbrown.com 314.290.3444
John Russo is an Investment Advisor with RubinBrown Advisors and Partner with RubinBrown LLP. John works closely with clients, helping them define their objectives and leading them in the development and execution of comprehensive financial plans. He brings more than two decades of experience to the firm and the clients he serves. John is a firm believer in continuous education and improvement. He enjoys being part of a team assembled to help families and organization plan for and navigate life’s main events.

Prior to joining RubinBrown, John worked as Lead Wealth Advisor and Chief Operating Officer for Archford Capital Strategies and as Financial Advisor at Merrill Lynch.

Education

B.S.B.A., Accounting, Southeast Missouri State University

Experience

Estate and retirement planning Financial planning Investment advisory services Stock option planning

Professional Organizations

Member, CAIA Association Member, CFA Institute Member, CFA Society of St. Louis

Community Involvement

Board Member, The Illinois Autism Development Center Community Outreach Board, Missouri Baptist Medical Center
1-800-678-3134 Integrated Planning for Life
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