Russell Boaz

Russell (Rusty) Boaz is a Partner at CFO4Life in Irving, TX, where he focuses on providing tax and financial planning services to individuals and corporate executives. As a CERTIFIED FINANCIAL PLANNER™ and CPA, he is responsible for strategic wealth management, specializing in the unique needs of senior professionals and executives in Fortune 500 corporations. His key responsibilities include comprehensive tax strategy, retirement planning, and personalized investment management.

With over 25 years of financial experience in multinational Fortune 500 companies, Boaz brings deep expertise in financial planning for complex executive compensation, equity awards, and cross-border tax issues. He works closely with clients in diverse asset classes, with a particular focus on equity compensation, retirement accounts, and corporate benefit optimization.

Boaz has not publicly listed educational credentials, but his decades-long career, CPA, and CFP® certifications underscore his expertise and reputation in the investment advisory and tax planning sectors. He has played a noteworthy role in CFO4Life's growth, helping the firm specialize in serving corporate executives and other high-net-worth individuals.