About Us
Wealth Management Expertise You Can Trust
SimplifiedFP is an independent Registered Investment Adviser based in Clovis, California. After 25 years of financial services experience, we started SimplifiedFP with the goal of building a wealth management company focused on one thing, the outcome for our clients. With clients in California and beyond, our goal is to help our clients make wealth building decisions from a planning-based perspective. We help clients articulate what they want to achieve financially. Then we give the tools, education, and support to make consistent progress towards those goals. The result is an on-going relationship of guidance that gives our clients the highest probability for financial success.
Russell Maltes has 25 years of financial advisory experience. He graduated from California State University, Fresno with his degree in Computer Science. He holds the highly-regarded CFP® certification. He has extensive experience in the employer-sponsored retirement plan space. In addition, he has helped many high-net-worth individuals and their families manage their financial lives. Russell lives in Clovis with his wife Taryn and is father to their two wonderful children.
“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”