Russ Case, Financial Advisor located in Los Gatos, CA

Financial Advisor
Russ Case

CFP®, AAMS®, CRPC™, CRPS™
987 University Avenue, Suite 11, Los Gatos, CA 95032opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Hiking
  • Reading

Team Members

  • Lorraine Mazzanti
    Sr. Branch Office Administrator
  • Sariah Babcock
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(408) 358-3238

Fax

(800) 236-1560

Office Address

987 University Avenue
Suite 11
Los Gatos, CA 95032opens in a new window

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