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Russell M
CFP®, Series 66
Clovis, CA
SimplifiedFP
Russell Maltes is a CFP® with 25 years of industry experience. He is the sole advisor at SimplifiedFP, where he has worked since 2025. His prior experience includes roles at Regency Investment Advisors Inc. and several Transamerica entities spanning from 2003 to 2025. SimplifiedFP is a fee-only registered investment adviser that provides investment management and financial planning services to employer retirement plans, plan sponsors, institutional clients, and individuals. The firm focuses on asset allocation and diversified portfolios using a combination of passive and active funds, outside managers, and custodial model portfolios, and offers retirement plan consulting alongside traditional portfolio management and financial planning.
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