He leverages his considerable knowledge to assist clients in addressing wealth management issues and helping them retire confidently.
IDAHO FALLS, ID, June 17, 2024 /24-7PressRelease/ -- Russell J. Paskett has been inducted into Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
From a young age, Russell Paskett harbored a passion for entrepreneurship, a path he pursued while earning a bachelor's degree from Brigham Young University, Idaho, in 2005. He had initially planned on becoming a dentist and owning his own dental practice; however, life had other plans for him. Alongside his college studies, he began making investments and was introduced to the world of finance, which changed the course of his career. While he was still in college, he passed both the Series 6 – General Industry/Products Exam and the Series 63 – State Securities Law Exam. Recognizing his innate financial acumen and ability to help clients achieve their goals, he was offered employment and began his career as a financial advisor. A little over three years later in March 2008, an opportunity presented itself, and Mr. Paskett started his own firm, Keystone Financial Strategies, Inc.
Backed by over 19 years of wealth management and retirement planning experience, Mr. Paskett excels as the founder and president of Keystone Financial Strategies, Inc., which offers tailored financial guidance to high-net-worth clients. He leverages his considerable knowledge to assist clients in addressing wealth management issues and helping them retire confidently. Additionally, Mr. Paskett specializes in Investment Planning and utilizes cutting-edge technology for risk analysis, comprehensive retirement planning, and portfolio construction. For Keystone Financial Strategies dedication to excellence, it was voted as *Best Financial Advisor in Eastern Idaho in 2017, 2018, 2019, 2020, 2021, 2022, and 2023.
Mr. Paskett has passed the licensing examinations for Series 6, 7, 63, and 65 through FINRA, the Financial Industry Regulatory Authority. As a Registered Investment Advisor Representative, Mr. Paskett acts as a fiduciary, which requires him to put his client's interests ahead of his own and always act in their best interests. In addition to his securities licenses, he has passed insurance examinations and has lines of authority for life, health, disability, and variable insurance products.
In a recent Eastern Idaho publication highlighting professionals, Mr. Paskett was honored to represent the Face of Financial Advising and Wealth Management in his community, given his professional achievements. Likewise, he has received multiple Business Builder Awards and a Circle of Excellence Award from his Broker-Dealer and Registered Investment Advisor, American Independent Securities Group. While his career has been filled with highlights, he takes the most pride in helping his client families achieve their goals.
Though hard work and dedication have brought him far in his career, Mr. Paskett credits his success to the presence of God in his life. He gained a testimony of Jesus Christ and the blessings of following His gospel while serving as a missionary in Santa Rosa, California, for The Church of Jesus Christ of Latter-day Saints.
In addition, he notes that he would not be where he is today without the support of his wife, Katy Paskett, his Broker-Dealer and Registered Investment Advisor, American Independent Securities Group, his Keystone Financial Strategies staff members, mentors, and his elite executive team at AssetMark.
*To see the 2023 Post Register Best Financial Planner Winner and Finalists, please go to this link: https://postregister-id.newsmemory.com/?special=Special+Section&selDate=20230623. The winner is the individual or business that receives the most votes from Post Register readers living in Eastern Idaho. Keystone Financial Strategies won the Best Financial Planner in 2023, 2022, 2021, 2020, and 2019 and the Best Financial Advisor in 2018 and 2017.
Securities and Advisory services offered through American Independent Securities Group, LLC (AISG) Member FINRA / SIPC. AISG is an SEC Registered Investment Advisor. 664 S Rivershore Ln, Ste 150, Eagle ID 83616. (866) 485-4635. Keystone Financial Strategies, Inc. is not affiliated with American Independent Securities Group, LLC.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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