Can help you every step of the way with:
Russell Doi specializes in Home Equity Conversion Mortgages (reverse mortgages). He has over 30 years of experience in the mortgage industry. Not only does he help expand senior’s financial resources in retirement through the use of reverse mortgages, but he spends much of his free time as a volunteer helping seniors with various needed services. Russell serves as a board member on various non-profit boards in the Bay Area. He receives much joy and fulfillment from helping others.
I currently hold the CFP® designation, as well as the CRPS® and AAMS® designations. Since joining Edward Jones in 2009, I have been honored with the Pioneer Award (2010), served in many leadership roles and became a limited partner with the firm in 2018. For many years, I have been serving the broader Bay Area community as a board member for the Peralta Colleges Foundation and Rotary. In addition, I am part of the MIT AgeLab PLAN panel and was selected to attend the 2020 Forbes “What’s Ahead” Top Advisors Summit.
Can help with:
Federal and state tax compliance, Tax planning, Reviewed and compiled financial statement preparation, Business valuation, IRS/state audit representation
I have 30 years of a diverse professional life in international markets. As a ‘serial entrepreneur’ I built successful small businesses which included bars and restaurants in Prague, an export and distribution business in India; a franchise of English language schools for children in Italy; and finally a real estate investment company in Florida.
Each chapter of my professional life presented its own challenges and opportunities and contributed in profound ways to my ability to assess situations, listen with great care, identify pain points and provide real, tailored solutions. As an Edward Jones financial advisor, I have found my calling.
I take the time to get a clear understanding of what’s important to my clients, then use an established process to build personalized strategies to help achieve their goals. Finally, I partner with them throughout their lives to help keep them on track. Many of my clients seek to achieve their financial goals through investments which are in alignment with their ethics. To that ends, I work deeply with my clients to build portfolios suitable to their financial goals while incorporating ESG investing principles (Environmental, Social, and corporate Governance).
While I welcome the opportunity to meet with anyone who has questions and/or concerns about their financial life, and to seek mutual agreement if we are a ‘good match’ of client and advisor, I also focus on two major demographics:
–Early to Mid-Career Professionals seeking to design a ‘work optional’ lifestyle who may have irregular streams of income (small business owners, real estate agents/real estate investors, sales representatives, etc.)030
–Late career households which are approaching or already living in retirement with concerns about maximizing their investments to live a full life in a tax efficient way, not outlive their money and leave a legacy for their loved ones and/or charitable causes important to them.