Bill Russo, CFP
Wright State University
Tell me more about Bill Russo, CFP?
Bill Russo, CFP is a highly experienced Financial Advisor with over 30 years of work experience. He is based in the United States and currently works at Peak Wealth Solutions in Ohio. Bill has a strong background in finance and general management, and has been with the firm since 1993. He is known for his expertise in the financial services industry and is dedicated to providing exceptional service to his clients.
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About
Peak Wealth Solutions is a SEC Registered Investment Advisory firm. Securities, when offered, are through American Portfolios Financial Services, Inc. (APFS) member FINRA/SIPC. Peak Wealth Solutions. Is a separate entity from APFS. We cannot accept trade instructions via email. Please speak with your advisor to initiate any trade requests. The information contained in this message is being sent to and is only for the use of the individual named above. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copy of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone and destroy this message. Thank you Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided fro information purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in loss of principal. Past performance does not guaranteed future results. Investments are not suitable for all types of investors.
...See MoreWork Experience
financial advisor at peak wealth solutions
Financial Advisor
Financial Services
Bill Russo, CFP's Professional Milestones
- Financial Advisor (2019-06-01~): Provided strategic financial guidance to clients, ensuring their financial stability and maximizing their financial future.
- financial advisor at peak wealth solutions: Provided strategic financial guidance to clients, optimizing their financial futures and maximizing their financial efficiency.
Education
Finance,
Masters
1987-1991Certification
Colleagues
Greg Gromek
managing principal financial advisor at peak wealth solutions
David P. Kocsis, AIF
managing principal retirement plan consultant at peak wealth solutions
Keith Witkowski, CPA, CFP®
financial advisor at peak wealth solutions
Michael McGeehan
Financial Advisor
Linda Mengelkamp
manager client service at peak wealth solutions hill financial group
Other Named Bill Russo, CFP
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Bill Russo, CFP works for Peak Wealth Solutions
Bill Russo, CFP's role in Peak Wealth Solutions is financial advisor at peak wealth solutions
Bill Russo, CFP works in the industry of Financial Services
Bill Russo, CFP's colleagues are Greg Gromek,David P. Kocsis, AIF,Keith Witkowski, CPA, CFP®
Bill Russo, CFP's latest job experience is financial advisor at peak wealth solutions at Peak Wealth Solutions
Bill Russo, CFP's latest education in Wright State University