
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
RC
Richard Coppa
Managing Director
SM
Sanja Milas Hardy
Senior Wealth Advisor/Senior Investment Strategist
SA
Stephanie Anderson
Senior Wealth Advisor
Dan Kronmal
Director & Senior Wealth Advisor, Managing Director - Pacific Northwest
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation