Page Topics
Investments
Retirement Planning
Estate Planning
Income Protection
Insurance and Risk Management Protection
Mortgage Services

San Diego-area Estate Planning and Administration

It is the goal of Russell Ingledew to help his clients sustain or increase their long-term wealth. At Russell Ingledew, CPA, Inc., high-net-worth individuals in the San Diego area are provided with comprehensive estate planning and administration, investment, income protection, and other wealth management services. Mr. Ingledew has also established RI Financial Services, LLC to provide a full range of wealth management services. He is also a financial advisor with 1st Global Capital, as well as a licensed life and health agent. With over 20 years of experience, Russell Ingledew provides his clients with the peace of mind that comes with having a true professional's assistance in developing a well-planned wealth management strategy.

Russell E. Ingledew holds the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA).

The PFS Credential, established in 1987 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial planning. CPA/PFS Credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth's annual ranking.

To speak with a San Diego-based wealth management professional about estate planning and administration, investment portfolio assistance, or other financial services, contact Russell Ingledew today.

Investments

Russell Ingledew is proud to help high-net-worth clients minimize risks and increase investment returns. As an experienced San Diego-based investment advisor and certified public accountant, Russell Ingledew has helped many of his clients not only maintain their wealth, but increase it.

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Retirement Planning

Mr. Ingledew is happy to help his high-net-worth clients manage the wealth they have accumulated into retirement. He understands that, once retired, you will want to see your wealth continue to increase while not having to spend a great deal of time managing your investments. Over the past 20 years, Mr. Ingledew has earned the community's trust and is proud to provide comprehensive financial services that allow his clients to enjoy their retirement to the fullest. In helping clients meet their retirement goals, Mr. Ingledew utilizes his knowledge in the areas of investment, real estate, insurance, and taxes.

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Estate Planning

Mr. Ingledew's San Diego-based firm, RI Financial Services, LLC, offers comprehensive estate planning and administration services to high-net-worth individuals. To maximize goals when disposing of an estate, Mr. Ingledew continuously examines the latest developments in tax law to ensure that the greatest possible amount of an estate is passed to the intended beneficiaries.

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Income Protection

Income protection plans from Russell Ingledew, CPA, Inc., offer clients the opportunity to earn an income in the event of a disabling injury. If you become disabled and can no longer work, you can continue to support your family through our income protection services.

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Insurance and Risk Management Protection

If you are injured and require long-term care, the last thing you want to worry about is the well-being of your family members. With insurance from Russell Ingledew, CPA, Inc., you can rest assured that your wealth is protected and your family's future is secure.

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Mortgage Services

With the complexities that surround the purchasing of property, many in the San Diego area and elsewhere choose to enlist the help of a certified public accountant. At RI Financial Services, LLC, we are dedicated to helping those purchasing both primary and secondary homes find appropriate creditors and the most competitive loans.

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Contact Russell Ingledew Today

If you would like to learn more about the services of Mr. Ingledew's San Diego-area firm, including estate planning and administration and a full range of wealth management services, contact us today.

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To speak with a San Diego-area certified public accountant regarding estate planning and administration, contact Russell Ingledew, CPA, Inc.






Russell Ingledew, CPA, Inc.
Certified Public Accountant
7911 Herschel Ave., Ste. 410
La Jolla, CA. 92037
Map & Driving directions

Phone: 858.454.2190
Fax: 858-454-3576 

Email: info@lajollacpa.com

Our Services

  • Taxes
  • Mortgage
  • Investments
  • Insurance
  • Income Protection
  • Business Planning
  • Education
  • Estate Plan
  • Retirement
  • Other