Russell Luna, Senior Advisor ChFC, CLU, AEP, CDFA, CLTC

Russell Luna, Senior Advisor ChFC, CLU, AEP, CDFA, CLTC

Mr. Luna holds a Bachelor of Science degree in Business Administration from the University of Northern Colorado. He also carries the prestigious Chartered Financial Consultant and Chartered Life Underwriter designations from the American College and the Accredited Estate Planner designation from the National Association of Estate Planners and Councils. He has maintained a financial practice over thirty (30) years.

Chartered Financial Consultant
Chartered Life Underwriter
Accredited Estate Planner
Certified Divorce Financial Analyst
Certified in Long Term Care
Investment Advisor Representative
Financial Fiduciary
I am a member and serve on the Board of Directors of the Institute of Divorce Financial Analysts.
I also hold membership to the Association of Divorce Financial Analysts, Colorado Bar Association and the Family Law Section of the bar.
303.371.2323
O’Dell, Winkfield, Roseman & Shipp, LLC
7887 E. Belleview Ave. Suite 1100
Englewood, CO 80111
I take a hands-on approach working with divorce attorneys assisting clients through their challenging financial issues of divorce. I utilize insight from all aspects of my practice to help each client with his or her particular set of circumstances. Implementing my unique planning strategies, I have developed plans which have benefited clients in the division of marital property and recommending plans with safety of financial growth. I am a frequent contributor to national publications regarding financial matters and have been asked to speak nationally, involving divorce and other financial topics.