Committed to attaining respected certifications and designations in our field

The Russo Wealth Management Group believes industry credentials give us the necessary training to better serve our clients in many different areas of wealth management, portfolio management, and retirement planning.

CERTIFIED FINANCIAL PLANNER^® Professional

Vincent Russo and John Szymanski are CERTIFIED FINANCIAL PLANNER^® professionals. To earn their CFP^® certifications, they completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.

_{Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^® and federally registered CFP^® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER™ Board’s initial and ongoing certification requirements.}

Chartered Retirement Planning Counselor^SM

John Szymanski, Managing Director – Investments, and Erik M. Saporito, First Vice President - Investments hold the CRPC^® designation.  They have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process. Additionally, individuals must pass an end-of-course examination that tests their ability to address an array of client situations using the various types of plans and models studied. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education.

PIM^® Portfolio Manager

John Szymanski, Managing Director – Investments is a Wells Fargo Advisors PIM^® Portfolio Manager who works to meet clients' specific investment goals through customized portfolio management. As PIM portfolio manager, John has met stringent criteria based on experience and expertise and acts as a personal portfolio manager.

_{The PIM^® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

 

Fundamental Choice Portfolio Manager

Erik M. Saporito, First Vice President – Investments, is a Fundamental Choice Portfolio Manager who helps clients engage in an advisory portfolio management process in which they utilize active asset allocation management. In this program, clients have wider exposure to asset classes that can potentially offset the ups and downs of market volatility.

_{The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}