Russ Charvonia, ChFC, CLU, CFP, CPGS, Esq.

President @ Worldwide Civility Council

About

Russ is able to combine his nearly 40 years of experience as a financial advisor with his expertise as an attorney to help people address and resolve complex situations and disputes. Note: Legal services are provided outside his role with Mariner Wealth Advisors.

Country

United States

City

Ventura

Industry

Financial Services

Skill

Defined Benefit, 401k, Retirement, Wealth Management, Asset Management, Estate Planning, Finance, Employee Benefits, Investments, Retirement Planning, ERISA, Employment Law, Strategic Financial Planning, HRIS, Litigation, mediation, Transformative Mediation, Conflict Resolution, Institutional Investments, Dispute Resolution

Experience

President

Worldwide Civility Council

2019-12 - Present · 6 yrs 10 mos

We are working to restore civility to society.

Managing Director & Senior Wealth Advisor

Mariner

2021-8 - Present · 5 yrs 2 mos

Ventura, California, United States

As a managing director and senior wealth advisor at Mariner Wealth Advisors, I listen to what is important to my clients and then develop a 360° wealth plan to help them achieve their goals. At Mariner Wealth Advisors, we are committed to putting our clients' interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning, and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time.