Broker Check
David W. Russo, CFP®, AIF®

David W. Russo, CFP®, AIF®

President & Financial Advisor

For more than two decades, Dave has worked to improve our clients’ financial lives. In his pursuit to achieve positive outcomes for the individuals and families we serve, he earned a degree in Investment Management from Duquesne University and is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. These certifications ensure that as a fiduciary, Dave always operates in our clients’ best interests. He enjoys crafting comprehensive financial plans and employing the newest technologies to improve the overall client experience.  In 2022, Dave was honored to be named a Best-in-State Wealth Advisor by Forbes.  

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 chaired the 2018 campaign, which raised over $575,000 for blood cancer research.

Dave resides in Peters Township with his wife Katie and their two sons.  In his free time, Dave enjoys golfing and spending time with his family.  


CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, Series 7, Series 24, Series 63, Series 66, Life Accident and Health

Best-in-State Wealth Advisors" list, (2022). The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.