Raymond Russo Financial Planner / Investment Advisor Representative

Raymond Russo Quick Facts

Main Areas: Comprehensive Financial Planning for individuals, couples and businesses!
Career Focus: Author, speaker, financial planner, business consultant

Ray Russo of Virtuoso Capital Management has been a successful wealth advisor for over 20 years. Ray is a licensed agent for securities, life, health, and disability. He is also a licensed Investment Advisor Representative and Real Estate Broker. In his tenure as an advisor, he was responsible for training and development of over 3,500 agents, preparing them for a career in financial services. First and foremost, Ray feels most at home in his role as a consultant/trainer/teacher.

 

Ray is a solutions oriented financial planner and Fox Business News contributor who is one of the few in the industry that has not only financial services experience, but business and real estate experience as well. Ray has been an entrepreneur since he was 22 which give him a unique perspective when dealing with clients, especially those that are self-employed. His primary purpose when working with individuals, couples or businesses, is to be certain they understand all that is involved in the planning process, and how to use their assets (both tangible and non-tangible) to support their ultimate goals.  

 

At the end of the day, that results in plans that are more thoughtful, comprehensive and in true alignment with carefully thought out objectives. Generally, Ray is always attempting to look for efficiencies in each unique situation, be they tax, expense, income, investment or insurance efficiencies, always with an eye toward protecting assets from an increasingly intrusive government and litigious society.

 

Call Virtuoso Capital Management at 760-933-8767 or email Ray at RRusso.moneymaestro@VirtuosoCM.com to find out more information about how he can help you plan for your financial future.

 

Don’t wait to start orchestrating your finances today!

 

Investment advisor representative offering advisory services through Sterling Investment Advisor, Inc., a registered investment advisor. Office of Supervisory Jurisdiction: One North MacDonald, Suite 2, Mesa, Az. Sterling Investment Advisor and Virtuoso Capital Management are not affiliated. 

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