Russell E. Suede, CPA/PFS, CFP®, CEP®
Financial Professional
EDUCATION
Russell received his Bachelor of Science in Business Administration with an emphasis in Accounting from California State University at Northridge in 1981.
PROFESSIONAL CERTIFICATIONS AND LICENSES
Russell is a Certified Public Accountant (CPA) licensed in 1983 by the California State Board of Accountancy and through the American Institute of Certified Public Accountants he is a certified Personal Financial Specialist (PFS). He is also a Certified Financial Planner (CFP) since 1999, Certified Estate Planner (CEP) and California life and disability insurance licensed (License#OC26684) as a Life Agent – Variable Contract. Russell is securities licensed as a General Securities Representative (Series 7), Securities Branch Manager (Series 24), Uniform Securities Agent (Series 63) which enables him to sell securities in any State he registers in and a Registered Investment Advisor Agent (Series 65).
PROFESSIONAL MEMEBERSHIPS
Russell is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA). Russell is also a member of the Personal Financial Planning division of the AICPA, and a member of the Financial Planning Association (FPA) for the financial planning community.
EXPERIENCE AND AREAS OF PRATICE
Russell is the founder of the financial and insurance services firm, GSC Financial and Insurance Services, Inc. (GSC). He is also a tax return preparer and planner at KAS Group, LLC (KAS). His professional experience includes working with businesses and individuals in industries such as entertainment, manufacturing, retail, legal, medical, and other services. The unique tax and business experience Russell has acquired in over 40 years of service as a CPA compliments and enhances the value he can provide to investment planning clients. GSC is able to provide financial planning services and advice in all of the following planning areas: Tax Planning, Estate Planning, Retirement Planning, Insurance Planning and Investment Planning. Our clients appreciate and are attracted to the one stop availability GSC and KAS have to provide.
Russell has over 40 years of retirement planning experience which includes the planning strategies of the most appropriate type of pension plan for the clients facts and circumstances and its investment policy management requirements.
He has coordinated, interacted, and strategized with the client, third party administrators, and other professional advisors regarding 401k profit sharing plans, defined contribution plans, defined benefit plans, cash balance plans, class allocation plans, age weighted plans, comparability plans, and group annuity plans. Once the plans have been implemented he does the investment management, direct interaction with plan trustees and participants, and ongoing monitoring.
At GSC we are qualified investment advisors because of our combined professional credentials and licenses, our combined 60+ years of experience, and the team approach we utilize to more effectively manage and service our clients.