David W. Russo, CFP®, AIF®

David W. Russo, CFP®, AIF®

President & Financial Advisor

For more than two decades, Dave has worked to focus on 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 Dave operates in our clients' best interests. He enjoys crafting comprehensive financial plans and employing the newest technologies to improve the overall client experience.  

Dave volunteers with the Western Pennsylvania Chapter of the Leukemia & Lymphoma Society as a board member of their 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 held with LPL Financial, and Life Accident and Health