What is important about money to you?
How would you spend time on your Family, Health and Purpose if your Finances had context?
What is your “enough number” and how does growing your money really help you grow your time?
Have you planned for tomorrow so you can make the most of today?
These are the questions that fuel my mission every day. Purposeful investing can seem daunting, but my calling is to understand what is important to you, so we can make sense of investing together.
I focus on helping organize wealth, grow wealth, protect wealth and transfer wealth for select families that are within 15 years of retirement.
Times can seem challenging, information can seem confusing, and tradeoffs to thrive may feel impossible to weigh.
I am here to help.
My process is established, your strategy will be personalized, and our partnership will be for life.
The next step is to contact my office and set up a 15-minute introductory call, so I can better understand your unique situation.
If we decide to move forward, we will begin with a thorough discovery process that does not just find out what you have, it will find out who you are.
Therefore, I intend to deliver more value for your values.
You will have choices in how we work together. My commitment is for you to feel understood, informed, in control and secure in our strategy to reach all your goals.
We plan for tomorrow so you can make the most of today.
How would today be different if you had financial confidence in the decades to come?
How would a comprehensive strategy for your financial future change your relationship with your family, health and purpose right now?
Let’s find out together.
My career at Edward Jones began in 2009 after graduating from Santa Clara University with a Bachelor of Science in finance and a Bachelor of Science in economics, both magna cum laude.
My Branch Office Administrator, Lorraine Mazzanti, has partnered with me since 2011.
My CFP® certification was earned in 2013, and I became a limited partner with Edward Jones in 2018.
I have been a member of the Los Gatos community for 25 years and live in Los Gatos Main with my wife of 13 years, Chantel, and our two children, Emily and Cooper.
In my free time, you can find me exercising at Courtside, hiking the Los Gatos and Almaden foothills, kayaking Lexington or ruining a good walk by trying to golf.
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberRussell T Case at (408) 358-3238
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 01:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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