Russell Schilt, CFP®, MBA
Experienced in Complexity. Grounded in Relationships.
I have spent more than fifteen years in financial services, working with individuals, families, employers, and financial professionals across a wide range of circumstances.
Extensive experience managing a large high-net-worth book, leading employer plan teams, and mentoring advisors. No two households have the same financial journey, and that range of exposure means complexity is familiar ground.
As much as I value the technical side of this work, the most rewarding part has always been the relationships.
CFP® certificant since 2015.
MBA, Arizona State University.
More than 15 years in financial services.
CFP® certificant since 2015
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MBA, Arizona State University
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15+ years in financial services
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CFP® certificant since 2015 — MBA, Arizona State University — 15+ years in financial services —
Why I Built This Practice
I spent years in management, getting further away from the client work I care about. I built this practice to return to it, and to keep it small enough to do properly.
A practice deliberately kept intimate. No box to fit into. Your custom plan is built around your goals, your family, and your circumstances.
I want to be a partner you work with for decade. To be the person you can call when you have a question, when something unexpected happens, or when there's an accomplishment worth celebrating.
Your Best Interest, Always
Fee-only and independent. That means no commissions, no high-fee products to sell, and no competing incentives behind my advice.
Independence means flexibility. I can build on what you already have and recommend whatever genuinely fits your situation.
Meet the Schilt Family
My wife and I live in Peoria with our two daughters. We have a great love of music — she teaches piano, and I spend time with my garage band. We also love to travel, with Japan and South Korea being our favorite destinations (so far).
How Can I Serve You Best?
Financial planning works best as a partnership. I bring the experience and the technical work. You bring your goals, your questions, and your sense of what the future should look like.
Glendale Office. Clients Anywhere.
In person across the Northwest Valley — Glendale, Peoria, Surprise, Sun City — and virtually nationwide.
17505 N 79th Ave, Ste 306
Glendale, AZ 85308
Russell@SageSaguaroFinancial.com
(623) 624-7112