Russell B. Smith
Russell B. Smith (“Russell”) is a licensed CERTIFIED FINANCIAL PLANNER™ (“CFP®”) with over 20 years of professional experience in financial services and is a member of leading pension and financial services organizations, including the Financial Planning Association (“FPA”) and the American Society of Pension Professionals and Actuaries (“ASPPA”).
A graduate of North Carolina State University with a B.S. Degree in Economics, Russell is an owner/partner of Gordon Asset Management, LLC, and his business focus is centered on advising ERISA pension and 401(k) plans. Russell provides design, implementation, investment management, communication and education services to qualified and non-qualified retirement plans.
He holds the Certified Employee Benefits Specialist (“CEBS”) designation, the Chartered Retirement Plan Specialist (“CRPS”) designation and is an Accredited Investment Fiduciary (“AIF®”) designation from The Center for Fiduciary Studies, which operates in Association with the University of Pittsburgh’s Katz Graduate School of Business.
Russell is Series 7, 63, 66 securities licensed and holds his life, accident and health insurance license and Long Term Care insurance license.
