Russ Weiss, CFP®

Russ serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 25 years of experience in the financial services industry, Russ has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a senior wealth planner and Chief Planning Officer.

Russ earned a Bachelor of Science degree in finance, specializing in portfolio management and security analysis, from The Pennsylvania State University. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards, and a fellow with the Global Financial Planning Institute.

Russ enjoys traveling, playing tennis, golfing, gardening, hiking, sailing and taking care of his Jack Russell terrier, Rocky. His current bucket list includes learning to fly a glider and play the ukulele.