| Name | Title | Contact Details |
|---|---|---|
Diana Russillo |
Director of Product and Technology | Profile |
Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
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