David W. Russo, CFP®, AIF®

David W. Russo, CFP®, AIF®

President & Financial Advisor

Licenses: Series 7, Series 24, Series 63, Series 66, Life Accident and Health
 
Dave graduated from Duquesne University in 2004 with a degree in Investment Management.  He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®.
 
Dave enjoys crafting comprehensive financial plans for our clients and employing the newest technologies in an effort to improve the overall client experience. When not working directly with clients Dave is diligently evaluating our institutional fund managers and financial software providers.
 
Dave volunteers with the Western Pennsylvania Chapter of the Leukemia & Lymphoma Society as a board member of the Man & Woman of the Year campaign.  He was the chair of the 2018 campaign which raised over $575,000 for blood cancer research. 
 
Dave also sits on the Royal Alliance Millenial Advisory Board whose mission is "to build a multigenerational foundation for the future by providing insight into engaging the millenial generation, both as clients and advisors."
 
Dave resides in Peters Township with his wife Katie and their two sons Owen and Henry.  In his free time Dave enjoys golfing and spending time with his family.  
 
 
Securities and investment advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC.  Insurance services offered through Pittsburgh Financial Consultants, Inc, which is not affiliated with Royal Alliance Associates, Inc.