Russel L Phelps III
![]() | CFP®, CDFA Financial Advisor |
(916) 351-0000
1130 Iron Point Rd
Ste 140
Folsom, CA 95630
My Philosophy
I've been helping people reach their goals for 16 years.
Qualifications
- Bachelor of Science Degree
Professional Associations
- Sacramento Collaborative Practices Group
- El Dorado Collaborative Practices Group
- Institute of Divorce Financial Analysts
Interests
- I love spending time with my twin daughters.
- I am an avid european football fan.
- I enjoyliving in the Folsom area and attending local events.
Community Participation
BNI Folsom Chapter President 2009 - 2010License information
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct certain business in TX, MT, OK, OR, AL, AR, NV, AZ
CA Insurance #0B18900
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- Asset Allocation
- Employee Stock Options
- General Financial Planning
- Income Tax Planning Strategies
- Investment Advice
- Small Business
- Family Planning/Family Changes
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education


