Robert Russo,
CFA®, CFP®
CERTIFIED FINANCIAL PLANNER™, RJFS
Founding Partner, Centrix Wealth Partners
Helping Clients Gain the Confidence to Look to the Future with Anticipation Rather Than Apprehension
“It’s my job to have answers. I help clients understand where they want to go, where they are now, the optimal path to take, and the pitfalls to avoid.”
As a Certified Financial Planner™ professional with 18 years of financial industry experience, Robert’s knowledge of investments and retirement planning is far-reaching. In addition, he is a Chartered Financial Analyst® (a globally recognized professional designation). This exacting program requires passing three rigorous six-hour exams – each one demanding more than 300 hours of study. To clients he brings the know-how for high-level, specialized asset-management responsibilities along with portfolio management and advanced investment analysis including equity investments, derivatives and alternative investments.
Prior to founding Centrix Wealth Partners, Robert worked with Smith Barney and, more recently, UBS Financial Services. There he was recognized for 3 years as one of the Top 35 Under 35 Advisors. Robert earned a Bachelor of Arts degree in mathematics from the University of St. Thomas and is a member of the CFA Society of Houston.
Robert lives in Spring Valley Village with his wife, Allie; their children, Emerson and Eleanor; and their rescue dogs, Lucy and Stella. Robert and his family love to travel in their spare time.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
