Russell Cesari, CFP®, ChFC®, CASL®
Wealth Advisor
Russ Cesari has been a Wealth Advisor for Northwest Financial Advisors since 2001. He is affiliated with LPL Financial, the nation’s largest independent broker-dealer.1
As a CERTIFIED FINANCIAL PLANNER™ professional, chartered financial consultant (ChFC®) and chartered advisor for senior living (CASL®)2, he reviews and executes all aspects of financial plans for high net worth clients, focusing on investments, retirement planning and income distribution strategies, taxation and estate conservation.
Russ began his career in the financial services industry in 1997 as an Investment Advisory Representative. Prior to that, he enjoyed a longstanding and accomplished career with IBM Corporation as Branch Manager for the State of Maine, Regional Manager of National Federal Marketing, Director–Health Industry and Director–Education Service for IBM Latin America.
Russ received his CERTIFIED FINANCIAL PLANNER™ certification, ChFC®, and CASL® certifications from American College in Bryn Mawr, Pennsylvania. For 14 consecutive years, he has been recognized as the #1 Financial Institution Services (FIS) advisor with LPL Financial.3 For eight consecutive years, Russ was named to Bank Investment Consultant’s (BIC) Top Bank Advisors lists, including a #1 ranking in 2014.4 He also earned the #1 spot on BIC’s Top Bank Advisors by Revenue list in 2018, 2017 and 2016.5
1 As reported in Financial Planning magazine, June 1996-2020, based on total revenue.
2 The ChFC® and CASL® designations are conferred by The American College.
3 Rankings based on overall production among all LPL Financial FIS advisors, 2007 through March 31, 2021.
4 Based on assets under management, production, asset growth, percentage of fee business and production-per-assets in selecting its top reps.
5 Ranking of BIC’s 2018, 2017 and 2016 top bank advisors based on annual production only.
