Russell  Wayne

Russell Wayne

| CFP®, MBA, BA

Sound Asset Management, Inc.

Connecticut fee-only financial planner serving the greater New York tristate region and clients across the country

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

5 Glen Lane
East Wing
Weston, CT 06883

Russell Wayne is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Russell Wayne is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors.  He is President and Chief Investment Officer of Sound Asset Management, Inc.  He began his career with Arnold Bernhard & Co., Inc., the parent company of Value Line, Inc. Positions he held while associated with Value Line included Managing Editor, The Value Line Investment Survey; Portfolio Adviser, The Value Line Mutual Funds; Executive Editor, The Value Line OTC Special Situations Service; Business Manager, Value Line, Inc.; Portfolio Manager, Value Line Asset Management; and Director of Investment Software, Value Line Software.

From 1991 to 1995, Mr. Wayne was Vice-President and Chief Investment Officer with Heine Management Group.  He was also Vice-President and Secretary of the LMH Fund, Ltd.  Clients for whom he has managed portfolios include Xerox, Texas Utilities, National Maritime Union, and United Cerebral Palsy Assocation.

Mr. Wayne has been a featured guest on television, including CNN and the Bloomberg Network.  He has been quoted in leading business periodicals, including The Wall Street Journal, Barron's, BusinessWeek, The Wall Street Transcript, The New York Times, and Investment News as well as MSNBC.

Mr. Wayne earned his B.A. and M.B.A. at Hofstra University.  He earned his Certificate in Financial Planning from Florida State University and has pursued postgraduate studies at New York University School of Law.  He is listed in Who's Who In The East, Who's Who In Finance and Industry, Who's Who In America, and Who's Who in the World.

Mr. Wayne has contributed to a number of published works.  His latest book is Markets, Myths, and Memories, which was published in November, 2010.