Russ Singer, MBA, CFP®

My name is Russ Singer. Welcome to my Web site.  I invite you to visit often, as I frequently post newsletters and articles of interest in areas of family and small business finance.   

As a financial planner who has earned the designation of Certified Financial Planner^tm  certificant and completed a Masters of Business Administration (MBA) degree, my role is to help each client devise strategies to reach their financial goals.

I work with self-employed individuals and small business owners, developing financial plans and implementing strategies to grow their wealth, prepare for retirement, and provide financial protection to both their families and their businesses.  An often overlooked area in the financial plans for small business is the development of an “exit strategy” to allow the business to continue and the owner(s) to retire successfully, and to pass the business on to family or employees or to be sold.

I take a special interest in "sandwich generation" families, who, like myself, face the pressures of assisting aging parents, managing careers, and raising children.  "Managing mom's money" has become an issue in many of these families, and I can help negotiate the issues facing investing and distributing assets in retirement, and assuring that retirees will not outlive their incomes.

As a MetLife Investment Specialist, I keep abreast of a vast array of investment alternatives.  From government bonds to Roth IRAs to complex investment strategies, I help clients select the mix of investments that are suitable and appropriate for their goals, timeframes, tolerance for risk and tax situations.

My wife Agne and I live in Pleasant Hill, California with our 2 children, whom you will often see out on the soccer and baseball fields.  Thanks for visiting.