The Financial Guys Team
Russ Gaiser III**
Financial Planner, Best Selling Author
MBA, CFP®, CSSCS®
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, with a focus 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. He is also the co-author of the #1 Best Seller, Beyond Break Even: The Essential Guide to Social Security Optimization available at beyondbreakevenbook.com.
Experience/Career
Prior to becoming a financial professional, Russ spent nearly 9 years in the Air Force, and 15 years in the healthcare industry, most recently as a Director within the Roswell Park Care Network. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Social Security Claiming Strategist, Russ has embraced the complexity of retirement income planning and is uniquely qualified in helping families develop a plan that meets their specific goals and objectives. Aside from Retirement Income and Investment Planning, Russ is a Dave Ramsey Master Financial Coach, and helps clients develop and implement plans to eliminate debt, save money, 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 Bills and Sabres.
Media Appearances & Features
#1 AMAZON Best Seller
BEYOND BREAK EVEN
The Financial Guys, Russ Gaiser and Michael Hoeflich, present their new book ‘Beyond Break Even: The Essential Guide to Social Security Optimization’. Through real client stories and clear examples, you’ll discover how proper Social Security optimization can transform your retirement outcomes. Whether you’re approaching retirement or already retired, this comprehensive guide provides the framework you need to make one of the most important financial decisions of your life.