- Beaverton, OR
- (503) 684-6116
Russell D. Francis, CPA, CFP®
As a fee-only financial planning and investment manager, my goal is to bring the personal back into personal services. This means that I focus on helping YOU with your financial needs, not on selling products.
Because I am also a Certified Public Accountant, I also understand the complex relationship between investments and taxes and can offer you the benefit of my knowledge and years of experience.
As a fixed-income specialist, I am particularly passionate about helping you ensure you have enough income during your retirement to live the life you’ve worked so hard to achieve.
Your investing goal should be about preserving your wealth and building a steady annual income that meets your lifestyle needs while reducing your risks. The reason is simple: When you retire, you don’t have another chance to make up for any losses in the markets. This is why I believe that safety wins every time.
My background and experience
Before entering the financial planning field, I taught high school physics and served 10 years as an Editorial Systems Manager for the Los Angeles Times, where I shared the Pulitzer Prize for reporting on the 1992 Los Angeles riots. I earned my CFP® designation from the College for Financial Planning and a post-baccalaureate certificate in accounting from Portland State University. I also hold a BA in chemistry and a teaching certificate from California State University, Fullerton.
In my spare time, I enjoy hiking, bicycling, ballroom dancing, web page development, listening to high definition digital music, and traveling in a camper with my wife, Lynn, and our dog, Kia.
Halcyon Financial Planning, LLC is a Registered Investment Advisor firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Halcyon Financial Planning, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
Tax Planning and Preparation
Fixed Income Management
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Membership & Associations
American Institute of CPAs (AICPA)
Oregon Society of Certified Public Accountants (OSCPA)
Minimum investment – $500,000
Specializing in retirement income
- Municipal bonds
- Bond ladders
- DFA Funds