Meet Russell Glickstern

Russell E. Glickstern, CFP®

Russell Glickstern is the founder and principal of Westchester Financial Planning. Over the course of more than 36 years, he has helped generations of his clients pursue their financial goals. As a CERTIFIED FINANCIAL PLANNER (CFP®), Russell adheres to the high standard of excellence and ethics requirements set forth by the Certified Financial Planner Board of Standards. 

"I want my clients to feel secure and comfortable working with the owner of a locally-owned business, who's family grew up in Westchester, and who has been an active part of the community...and someone who is open-minded, flexible and always acts in the client's best interests."

He embraces a disciplined, conservative approach to investing with a focus on wealth management, asset allocation, retirement planning and developing investment strategies designed with the goal to minimize risk and help clients discover opportunities in any market condition. He understands that your needs are unique, so his primary objective is to construct a financial strategy customized to best address your specific aspirations.

As an independent LPL financial advisor, Russell is focused solely on serving the individualized needs of current and future clients. Westchester Financial Planning has no obligations to investment product providers, no ties to investment banks, and is not subject to cross-sell quotas or home-office directives.           

He specializes in:

  • Individual Investment Accounts
  • Trust Accounts*
  • Corporate Accounts
  • IRA Rollovers
  • Family Business planning
  • Affluent Households
  • Estate and Retirement Planning
  • Generational Financial Plans
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Russell E. Glickstern has received the 2023 Five Star Award.  The Five Star Wealth Manager Award is based on 10 objection criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors.  Wealth Managers do not pay a fee to be considered or placed on the final list of 2012-2013, 2015-2019, 2021, 2022 and 2023 Wealth Managers.   

Russell earned a Bachelor of Science degree from St. John’s University. He has lived in Westchester for 27 years, with his wife, Susan, and their two children. He is active in numerous industry community organizations, including membership in the Business Council of Westchester, the Financial Planning Association (FPA) and as a designee for the Certified Financial Planner Board of Standards, Inc.

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