Chris Russell
CFP®
Tempus Pecunia
Founder and Financial Steward
Chris Russell
CFP®
Tempus Pecunia
Founder and Financial Steward
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Russell, CFP®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Chris Russell is a San Diego, CA fee-only financial planner. Tempus Pecunia provides comprehensive and objective life planning and financial planning to help business owners, entrepreneurs, and self-employed individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Russell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I give Business Owners more time and more money for your most meaningful life
My passion for B.O.S.S.E.S. started early. My father, Greg Russell, became a business owner in his early 40’s after a 20 year career as a pilot in the United State Marine Corps (Semper Fi!). He purchased a struggling local franchise, built it into one of the top locations in the nation, and grew his footprint by leading a regional expansion across several states. I worked with Greg in the business as a kid and was hooked on entrepreneurship.
After graduating from the University of North Carolina at Chapel Hill (Go Heels!), I cut my teeth at some of the largest and most awarded fee-only financial planning firms in the country. I grew my career with a laser focus on entrepreneurs. I spent many years advising dental professionals, medical professionals, and high-net-worth business owners with everything from cash flow planning to managing successful exits.
Nothing is more satisfying to me than discovering my clients’ true passions and helping them achieve their vision. I am an advanced Life Planner recognized by the Kinder Institute of Life Planning and proud to bring the EVOKE® Life Planning process to my practice. I’ve dedicated my career to delivering clients into their most meaningful lives - lives they truly love. I hope you’ll join me in the journey.
Chris Russell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Tempus Pecunia offers financial life planning, purpose-built for business owners.
We do things a bit different than traditional financial advisors. Our process is rooted in EVOKE® Life Planning, which puts your life’s purpose front & center as the driving force for financial decision-making. We start by understanding what is most meaningful to you before we give any advice about your money. We’re confident there’s no better way to serve our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Life Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chris Russell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Chris Russell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Chris Russell is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Chris Russell Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Tempus Pecunia is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Chris Russell is Interviewed on NBCLX News: "How Millennials Can Make the Best Financial Moves in the Midst of a Recession"
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Chris Russell is Quoted on WealthManagement.com: "Twenty Original Financial Planning Aphorisms"
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Chris Russell is Quoted on Tech Bullion: "Financial Planning for Small Businesses in Tech: Advice From Experts"
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Chris Russell is Quoted in InvestmentNews: "State-regulated advisers want a piece of testimonial marketing action"
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Chris Russell is Quoted in Investor's Business Daily: "Advisors Build Trust With Clients Through Wise Words And Actions"
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Chris Russell is Quoted in Fortune: "How small-business owners and the self-employed can take advantage of the coronavirus stimulus package"
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Chris Russell is Quoted in ThinkAdvisor: "Advisors' Advice: 10 Biggest Tax Mistakes Clients Make"
Contact Chris Russell
Office Locations:
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755 Cordova St
San Diego, CA 92107
