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Biography

Russell K. Jalbert

Mission Statement

To be a beacon of
unbiased, trustworthy
advice aimed at increasing people’s awareness that
they do not have to
expose their assets to
market risk in order to
have the opportunity to
grow their wealth.

Russell K. Jalbert, a certified financial planner (CFP®) and one of the nation's leading financial professionals, has advised successful individuals in the management and distribution of their wealth for more than 35 years. Russ has discovered many alternatives to conventional investment practices. His priority is to educate people to understand they don’t have to accept risk in order to grow their money.

An early leader in the financial planning movement, Russ co-founded the National Financial Counseling Board in 1975 and has twice been named as one of the Outstanding Young Businessmen of America. Russ holds a bachelor’s degree from Ferris State University and has been admitted to the prestigious Registry of Financial Planning Practitioners - an accomplishment achieved by less than five percent of all financial planning professionals. In 2002, he was the number-one registered broker-dealer representative in the United States and has remained one of the most successful people in his industry.

Russ has been retained by major corporations and banks throughout the country, and has served as counsel to the senior staff physicians of Henry Ford Hospital. He has also worked with numerous non-profit organizations to educate patrons on charitable tax planning issues. As a CFP®, Russ has gone the extra mile to complete the rigorous certification process required by the CFP® Board that identifies practitioners who are committed to the competent and trustworthy guidance of their clients’ financial well-being.

A frequent speaker and author, Russ has appeared in such prominent publications as Business Week, Nation's Business and The New York Post and has authored three texts on professional financial planning and on consumer financial independence. He also appears regularly in local radio markets.