Rhonda Russell

Rhonda Russell is a seasoned professional specializing in Retirement Planning and tax deferred retirement accounts such as IRA's and SEP's for both individuals and business owners.

With licenses in multiple states including CA, MT, AZ, ND, and NM, Rhonda also offers tax preparation services for current and previous years, resolves IRS Tax Audits, Levies, and Wage Garnishments, and implements Tax and Financial strategies to safeguard clients' Asset Protection, Wealth Preservation, and Financial Well-Being.

Rhonda leverages her background in Accounting and Business/Management from Orange Coast College, as well as her studies in Accounting and Finance at the Isenberg School of Management, UMass Amherst, to tailor Tax and Estate Planning solutions to individual client goals and needs.

Previously holding leadership roles like CEO at Russell Financial and Business Services and Retirement Plan Administrators, along with the position of CFO at Retirement Plan Administrators, Rhonda Russell is dedicated to keeping clients informed and financially secure through life's changes with up-to-date strategies.