Russ Talone, CFP® CLU®
Talone Financial Group
Russ is a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter and has been in the financial services industry since 2002. He is a graduate of Pennsylvania State University, where he received a BA in Finance and International Business.
In working with businesses, Russ consults with owners and key employees to develop solutions in the areas of employee benefits, retirement plans, succession planning, and risk management. With individuals, Russ prefers to follow a comprehensive planning process that incorporates all aspects of a family's finances to best serve their unique goals. Russ enjoys teaming up with other professionals in the fields of commercial insurance, tax, law, real estate, and lending to bring many layers of expertise to a client's corner.
Russ is an active member of the Montgomery County Estate Planning Council and the Penn State Alumni Association. He served on the leadership committee for the Smeal Business Club in Philadelphia, and as a founding board member of The Elpis Foundation.