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Russell S
CFP®, Series 66
Glendale, AZ
Sage Saguaro Financial Planning
Russell Schilt is a CFP®-certified financial advisor with 16 years of industry experience. He is the sole advisor at Sage Saguaro Financial Planning, an independent firm he founded after working at The Vanguard Group for over a decade. Sage Saguaro Financial Planning provides discretionary and non-discretionary asset management along with comprehensive financial planning services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment approach is grounded in fundamental analysis and Modern Portfolio Theory, focusing on long-term strategies, regular portfolio monitoring, and periodic client reviews.
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