Matthew Russell (CFP®)

Matthew Russell focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

NAPFA Start Date

November 10, 2023

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This Office

900 Rockmead Drive, Ste 151 Kingwood, TX 77339 Phone: +1 (281) 913-1844