Anibal Guerrero Russo CFP®
Professional Registrations & Licenses
Certified Financial Planning ™ Practitioner
FINRA 7, 63 Registration
Life, Accident and Health Licenses
Certificate in Financial Planning – College for Financial Planning ®
Bachelor of Science in Finance – University of Maryland
Financial Planning Association
Anibal Guerrero Russo joined Allied Wealth Partners in 2021. As a Financial Advisor, he developed the concept- four pillars of success, which assures his clients receive the highest level of dedication and expertise throughout their working relationship.
The first pillar is education- consumed by the desire for self-improvement through learning. Mr. Guerrero understands that there are many moving parts when it comes to financial advising. Education allows him to better understand those various situations leading to constructive and informed decisions.
The second pillar is listening- the ability to comprehend a client’s goals. Mr. Guerrero is eager to hear and learn everything about you, but most importantly, what you are passionate about. Having deeper conversations allows him to thoroughly strategize to achieve your goals.
The third pillar is passion.
“Passion for my profession is what led me to continuously learn, be a better listener, and build trust with clients. Financial Advising is a powerful tool, as it helps anticipate situations that were not a thought before.” – Anibal Guerrero Russo
The fourth pillar is trust- trust encompasses the previous three pillars to build a strong foundation with his clients.
In his free time, he enjoys reading different genres of books and golfing.