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Keyana Russ

RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 TPCP® i
Tax Planning Certified Professional® :

Applies deep, specialized knowledge to create a financial strategy that minimizes your tax burden.

Professional Profile

About me (self-reported)

Keyana Russ, CFP® and RICP®, helps clients navigate complex financial lives with a holistic approach to planning—covering investments, tax, retirement, estate, and more. With over 20 years of experience in financial services, higher education, and nonprofits, she brings deep insight to her work. She also specializes in retirement income strategies, addressing tax and healthcare considerations for those nearing or in retirement.

Office Location Virtual

North Charleston, SC 29406

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My Expertise Retirement Income Planning, Tax Planning Designations Held
RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 TPCP® i
Tax Planning Certified Professional® :

Applies deep, specialized knowledge to create a financial strategy that minimizes your tax burden.
Minimum Assets Less than $50,000 Minimum Income less than $50K Languages Spoken (self-reported) English

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