William I. Russo,  CFP<sup>&reg;</sup> - Financial Advisor

William I. Russo, CFP®

Owner

Securus Financial Strategies

29225 Chagrin Blvd, Ste 100
Beachwood, OH 44122-4632
(216) 370-7887

General

William Russo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Securus Financial Strategies in Beachwood, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: OH, SC, PA, FL, WI
  • Health/disability insurance: OH
  • Fixed annuities: OH, SC, PA, FL, WI
  • Variable annuities: OH, SC, PA, FL, WI

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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