Russell has been a financial planner for over a decade, specializing in serving founders, early employees, and executives in the startup ecosystem. While building a San Francisco-based RIA, he guided clients through work-life transitions, prepared several hundred tax returns, and helped navigate over $800 million in exits at companies like GitHub, Slack, Roblox, Airbnb, Asana, Palantir, Coinbase, and Stripe.

Today, Russell is the Founder and CEO of Trayecto, a platform that equips financial planners with cutting-edge software and education to thrive in the evolving landscape of financial planning. Through Trayecto, Russell has helped more than 150 RIAs implement or enhance their equity compensation offering to better serve the modern worker.

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