CoverProfile

Russell Charvonia

Managing Director & Senior Wealth Advisor

Mariner

United States, California, Ventura

About Me

Russ is a Chartered Financial Consultant, a Chartered Life Underwriter and a CERTIFIED FINANCIAL PLANNER™ professional. Russ helps individuals and families grow and protect wealth with comprehensive wealth management including integrated financial planning and investment strategies. Prior to joining Mariner Wealth Advisors, he was a founding partner with Channel Islands Group, a Ventura-based registered investment advisor. He also has an estate and charitable planning practice with Channel Islands Law Group, a P.C. in Ventura where he combines his financial and legal experience to provide mediation services to clients. Russ has a Juris Doctorate degree from the Ventura College of Law.

Profile Information

Managing Director & Senior Wealth Advisor

Mariner

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Ventura

California

United States

May 15, 2024

More profiles to browse

FR
Faith Read Xenos
Director and Senior Wealth Advisor
KQ
Kyle Quinn
Managing Director & Senior Wealth Advisor
PD
Peggie Daly
Managing Director
DA
Douglas Anderson
Senior Consultant

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc