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Michael Russo, Private Wealth Advisor serving the Tustin, CA area - Ameriprise Advisors

Michael Russo

CRPC, APMA

Private Wealth Advisor

Franchise Owner
Merit Wealth Management
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree in Business Economics from California State

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2019, 2020

Community participation

Member of Irvine Chamber of Commerce

Interests

I enjoy spending time with my family and friends, travel, weight lifting, running, crossfit training, and live a healthy lifestyle.