Russell J. Bucklew
Finance + Tax + Business Planning
- Role
- Financial, Legal, Tax and Philanthropic Strategist at Intuit
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Russell J. Bucklew
It’s time to start living the life you’ve imagined.” ~ Henry JamesWith more than 25 years in the legal and financial services industry, I am fortunate to have a rich and diverse set of experiences. I serve as a Trusted Advisor, providing consultative support to manage, grow, and protect individual and corporate balance sheets. I position solutions customized to clients’ needs while responding to all aspects of their financial health. My proven history of helping clients achieve their financial goals has provided me with opportunities to speak to professional organizations where I enjoy sharing my experience and knowledge. Proud moments in my career come in the form of helping others succeed in all aspects of life. As a servant leader, I focus on the growth and well-being of the people and institutions within my community.When I’m not working you will find me spending time with my family, walking my dogs, or reading non-fiction history – a favorite is “Team of Rivals” by Goodwin. Finally, exercising with F3, Fitness | Fellowship | Faith men’s group, has become part of my weekly routine. I welcome your connection and interest. Feel free to reach out to me if you’d like to learn more about our mission and how we are making a difference!\"We make a living by what we get, we make a life by what we give.\"-Sir Winston Churchill
Experience
Financial, Legal, Tax and Philanthropic Strategist
Jan 2020 — Present · US
Business Tax Expert, Intuit Academy
Education
University of Washington
Bachelor of Arts (B.A.), Pre-Law Studies
Exit Planning
CEPA, Exit Planning
2015 — 2015
W. P. Carey School of Business – Arizona State University
Executive MBA, Organizational Leadership
Seattle University
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Golden Gate University
Master of Science, Taxation
Skills
- Investment Advisory
- Wealth Management
- Finance
- Strategic Financial Planning
- Investments
- Mutual Funds
- Wealth Management Services
- Estate Planning
- High Net Worth Individuals
- Alternative Investments
- Financial Advisory
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.