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

MR
Margaret R Mcdowell
Founder & Principal
Profile Photo
Mark Vlasic
Senior Wealth Advisor
Profile Photo
Valerie Newell
Principal & Senior Wealth Advisor
Profile Photo
Robert Lohman
Managing Director & Senior Wealth Advisor

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management