Russell Alstrom, CRPC®

Russell is an associate wealth advisor at AAF Wealth Management, where he supports the firm’s senior wealth advisors in delivering comprehensive, client-centered financial planning. He plays a key role in helping individuals and families navigate the complexities of personal finance, retirement planning, and long-term wealth building.

Russell assists in gathering and organizing client data, analyzing financial records, and building custom financial models. His work helps ensure that each plan reflects clients’ unique circumstances and goals. He also prepares detailed reports, retirement projections, investment research, and asset allocation models to support informed decision-making.

Adept at translating complex financial information into clear, easy-to-understand formats, Russell helps clients visualize their investment and personal financial plan performance through customized charts, graphs, and visual aids. His ability to communicate clearly, respond proactively to questions, and provide consistent follow-through enhances both the quality of service and client trust.

Russell brings a strong foundation in investment strategy, tax planning, risk management, and estate considerations. He is deeply committed to continuing education, staying current with evolving tax laws, financial products, and planning techniques to strengthen his contributions to the team and the clients served. Driven by an interest in personal finance, Russell is dedicated to helping clients gain clarity and confidence as they plan for the future. He holds Series 7 and 66 licenses and the Chartered Retirement Planning Counselor (CRPC^®) designation along with a B.S. in Business Administration and Management from Southern New Hampshire University. Outside of work, Russell enjoys time outdoors with his wife and children, traveling, and regularly participating in Tough Ruck, a marathon ruck march that supports families of fallen military and first responders.

“It is so fulfilling to me when I can simplify complex financial concepts for clients, providing the clarity they need to make confident decisions and plan for a secure, successful future.”