Financial Consultant

Russell B. Wittman

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Russell Wittman is a financial consultant at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. As a consultant, Russ specializes in assisting plan sponsors, professional athletes, business executives, attorneys and high-net-worth individuals with their retirement planning, 401(k) and wealth management needs.

Russ provides financial advice and professional support to retirement plan sponsors, working to educate them on how to manage their fiduciary responsibilities with respect to their retirement plans and the investment options in those plans. He also provides individual employee education and planning tools that provide participants and employees with a clear understanding of their retirement benefits.

Additionally, Russ provides career assistance to professional athletes, helping them transition to a secondary career after their athletic careers are over. He strives to help athletes achieve their individual financial goals, while also educating them on the unique characteristics of different investment vehicles. Wittman listens carefully to his clients' needs, goals and concerns, and then builds customized investment strategies based on those parameters.

Prior to joining the Retirement Benefits Group family, Russ served as a financial advisor at Merrill Lynch for five years. He also worked as a sports agent for eight years, where he recruited NCAA, NFL and MLB athletes, and negotiated contracts and endorsements on behalf of the athletes. Russ worked closely with his clients’ financial and tax advisors to assure clients’ financial needs were being met.

Education

Russ earned his bachelor’s degree in Political Science from the University of Arizona in 2002. He currently holds his series 7 registration through LPL Financial and his series 66 registration through Retirement Benefits Group, as well as his California life, health and variable insurance licenses.

Interests

In his spare time, Russ enjoys CrossFit, golfing and hiking. He is also involved in various community organizations, including the Toby Wells Foundation, the Polinsky Children’s Center of San Diego County and the San Diego Honorary Deputy Sheriffs Association.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI