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Russell Clarke

An Ameriprise Platinum Financial Services® Practice
CFP®, CLU®, MBA, SENIOR FINANCIAL ADVISOR
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(404) 591-2461
Atlanta, GA 30308

Contact Information


(404) 591-2461
825 Juniper St NE
Atlanta, GA 30308
www.ameripriseadvisors.com/russell.x.clarke

My Philosophy

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.


Interests

  • Traveling
  • Cooking
  • Reading

Community Participation

Anti-Prejudice Consortium - Board Member Atlanta Gay & Lesbian Chamber of Commerce - Past President Basset Hound Rescue of Georgia


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.
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Experience

Qualifications

  • Senior Financial Advisor
  • Master of Business Administration

Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

License Information

I am licensed and registered to conduct business in GA.

Based on licenses and registrations I hold, I may also conduct certain business in AL, AZ, CA, DC, FL, IL, IN, NC, OH, OR, SC, TX, VA

CA Insurance #0D94776

My Location

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.