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 liquidity events at companies like GitHub, Slack, Roblox, Airbnb, Asana, Palantir, Coinbase, and Stripe. He is now the founder and CEO of Trayecto, a software and education platform that helps planners better serve clients with equity comp. Through Trayecto and the Equity Compensation Master Class he has helped more than 150 RIAs implement and enhance their equity compensation offering- ranging from solo RIAs to firms managing $100B+ in AUM.