Russell Robertson

Russell Robertson (CRD# 5457713) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 8 years of experience in the finance industry. Russell Robertson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Russ began his financial planning career after retiring as a Colonel from the US Army with 26 years of service, completing his final assignment as Director for the Office of Military Support, National Geospatial-Intelligence Agency (NGA).  He is a graduate of the United States Military Academy and holds a Masters Degree in Civil Engineering from the Georgia Institute of Technology. 

Russ works primarily with federal workers and retirees, both civilian and military.  He frequently conducts retirement and financial literacy seminars at multiple federal agencies that highlight the importance of retirement planlning, saving and investing as well as maximizing the use of employee benefits.  

Russ is married to Susan Robertson, also a retired Army Officer of twenty years.  They have two daughters; Shelby, a graduate in Business Finance from George Mason University and Dana, a cadet at the United States Military Academy at West Point, NY.