Keyana Johns Russ, CFP®, RICP®

Principal, Financial Planner

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Ms. Russ is a CERTIFIED FINANCIAL PLANNER® professional and works from our North Charleston, SC office. Working closely with our investment advisors, Keyana helps clients navigate their complex financial lives. Her approach to wealth management is holistic, integrating essential financial planning elements such as financial positioning, asset protection, investment management, cash flow, education planning, tax management, retirement planning, and estate planning.

As a Retirement Income Certified Professional®, Keyana is also equipped to guide individuals nearing or in retirement, focusing on income maximization and addressing critical aspects such as tax implications, and healthcare considerations.

Keyana has more than 20 years of experience in business management in the financial services, higher education, and nonprofit industries.

*View certification and designation definitions here

*from aaafainc.org:

Education

A.B., Political Philosophy, Brown University
Executive MBA, Florida Atlantic University
Certificate, Financial Planning, Boston University
Certificate, Retirement Income Planning, American College of Financial Services

Distinctions

Association of African American Financial Advisors (AAAA) Fifty Under 50 Top Distinguished Professionals*

Affiliations

Board Member, Financial Planning Association (FPA) of South Carolina
Pro Bono financial planner, Savvyladies.org
Executive mentor, College of Charleston MBA program
National Association of Personal Financial Advisors (NAPFA)
Association of African American Financial Advisors (AAAA)

Certifications

CFP®, CFP Board of Standards
RICP®, American College of Financial Services