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Joseph R
Series 66
Woodcliff Lake, NJ
Cetera Planning Partners
Joseph Russell is a Series 66-credentialed advisor with 26 years of industry experience. He is currently with Cetera Planning Partners and has held positions with Avantax and 1st Global firms. Russell is also a partner and Certified Public Accountant at O'Connor Davies LLP and serves as director and investment adviser representative at Century Advisory Group, LLC. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process with personalized financial plans and focuses on diversified portfolios using mutual funds and ETFs, along with supplementary services such as tax planning, bookkeeping, and estate-planning support.
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