The Financial Guys

The Financial Guys Team

Russ Gaiser III**
MBA, CFP®, CSSCS®

Certified Financial Planner™

Licenses & Certifications Include:

  • Certified Financial Planner™
  • Certified Social Security Claiming Strategist
  • Securities Industry Essentials 
  • Series 6
  • Series 7
  • Series 63
  • Series 65
  • NYS Life, Accident & Health Insurance License
  • Dave Ramsey Master Financial Coach – Ramsey Solutions
  • Master of Business Administration – Eller College of Management, The University of Arizona

About Russ Gaiser

Overview

During his business school studies, Russ developed a keen interest in personal finance and took steps to transition from healthcare to financial planning, focusing on retirement income planning, wealth management, and helping people achieve their money goals. Russ helps clients develop and implement holistic plans to meet their objectives.

Experience/Career

Prior to becoming a financial professional, Russ spent 15 years in the healthcare industry. He spent nearly 9 years in the Air Force Medical Service at Wilford Hall Ambulatory Surgical Center in San Antonio, as both a Surgical Technologist and Clinical Operations Manager. Russ and his family moved back to WNY in 2016 where he continued his career in Healthcare Administration and Leadership, most recently as a Director within the Roswell Park Care Network. As a Certified Financial Planer™ professional and certified Social Security Claiming Strategist, Euss has embraced the complexity of retirement income planning and is uniquely qualified to help families develop a plan that meets their unique goals and objectives. Aside from retirement and Investment Planning, Russ is a Dave Ramsey-trained Master Financial Coach and helps clients develop and implement plans to eliminate debt, save, and build wealth. 

Family/Interests

Russ lives with his wife and kids in Pendleton and enjoys spending time with friends and family. He enjoys trying new restaurants, reading, and rooting for the Buffalo Bills and Sabres. 

Companies/Services

Aside from Retirement and Investment Planning, Russ is a Dave Ramsey-trained master Financial Coach and helps clients develop and implement plans to eliminate debt, save, and build wealth.

Media Appearances & Features

Nearly 40% of Americans Want To Learn More About Saving Money: 6 Ways You’re Stealing From Your Nest Egg

44% of Savers In Their 20s and 30s Want to Retire By 60, But Few Are On Track-See How Your Stack Up

Surprise: Supposedly Irresponsible Millenials and Gen Xers Are Better Prepared For Retirement Than Baby Boomers, Report Says