Russell Maltes

Senior Advisor

Russell began working for Regency in August 2019. With over 20 years of experience as a financial advisor, Russell has worked with individuals, families, and businesses on financial planning and wealth management needs. One of his main passions is working with people to help them understand and optimize their retirement plans. He loves bringing solutions and peace of mind to people as they navigate the financial landscape.

Outside of work, Russell enjoys playing recreational softball, investing in his car and technology hobbies, and spending time with his wife and their two children.

Education and Certifications

  • California State University, Fresno, B.S. in Computer Science
  • Series 66
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor™ (CRPC®)

Community Involvement

Russell has been involved with various community organizations, including Catholic Charities and the Two Cities Marathon.

Our Team

Scroll to Top

Disclosure

You are now leaving the Regency Investment Advisors (“Regency”) website and will be entering the Charles Schwab & Co, Inc (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Regency or any advisor whose name appears on this website. Regency is independently owned and operated. Schwab neither endorses nor recommends Regency. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Regency under which Schwab provides Regency with services related to your account. Schwab does not review the Regency website and makes no representation regarding the content of the website. The information contained in the Regency website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Continue to Schwab Alliance
Continue to Schwab Alliance