SEC CRD #801-56225
Investment and Financial Planning in San Diego, CA Skip to content Client Portal My Planner Your Financial Stability Starts Here Wealth Management for Families and Individuals Explore Our Solutions Your Financial Stability Starts Here Wealth Management for Families and Individuals Explore Our Solutions Successfully Manage Your Finances With Our Help Reach your financial and investment goals with our services at Dean Roland Russell Family Wealth Management in San Diego, California. We offer fee-only financial planning, serving high-net-worth clients who need expert advice and effective strategies. Read More About Us Strong Client Bonds We place a high value on building trust and strong relationships with our customers. These include the first family we served in 1985, who continues to be one of our loyal clients today. Field of Expertise Our advisors have the necessary knowledge of various areas of financial management. We are highly capable of helping you create strategies for your needs and goals related to investment, taxes, IRA, and more. A Team of Top Financial Professionals At Dean Roland Russell Family Wealth Management, we are composed of investment and financial planning experts. All of them have gained certifications in CPA, CFP, PFS, and MBA. Mission Statement Our client loyalty is a source of pride. Trust is earned and demonstrated by monitoring our clients’ financial needs every step of the way with well-credentialed, experienced planners. Our objective is to plan
MARC R ROLAND
COMPLIANCE OFFICER
📞 (858) 485-8547
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AUM
$351M
Location
SAN DIEGO, CA
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