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Russell Toth

Wealth Advisor

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Start Date
Industry: 2008
KAR: 2024
Education

B.S., Business Administration and Finance,
John Carroll University

Prior Work Experience
  • Senior Investment Counselor – Fisher Investments
  • Senior Investment Consultant – Scottrade
Certifications and Credentials

Series 63 and 66

#3 Independent Advisor in 2024
(#1 in 2017-2020, 2022)
Ranked #7 on
Forbes Top RIA List
(2024)

What Do You Enjoy Most About Your Job?
I enjoy building strong relationships with the families I’ve had the privilege to work with. As advisors, we are there through life’s ups and downs. It’s rewarding to help clients prepare a plan to navigate difficult or uncertain times, and then celebrate their success when they do achieve their financial goals and the lifestyle they ultimately want to live.

 

What Do You Enjoy Most About Working at KARWA?
What immediately stands out is the collaborative environment, high level of professionalism, expertise and attention to detail. I appreciate the open communication, direct access to subject matter experts, and a culture where everyone is willing to do what is necessary to help our clients and employees succeed.

What Are You Involved in Outside of Work?
I spend much of my free time with my wife, Beth, and our dog, Charlie, exploring the Bay Area. I am generally curious and like to dive into new hobbies to learn how things work. This has led to a wide variety of hobbies, ranging from astrophotography to making my own hot sauce. On the weekends, I often make pasta from scratch or host BBQ dinners for friends and family. I’m also an avid golfer and try to combine golf and photography, whenever possible.

If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2024” was given in September 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2024 ranking was issued in October 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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