Regionally Recognized Expertise and Leadership
Apex clients benefit from the guidance of two highly capable financial professionals who are Southern California natives. Craig Skeels, CFP® and Russell Fox, CFP® have an expert understanding of combining efforts to deliver exceptional financial solutions. This expertise was recognized by a nationally renowned financial advisory firm where Craig and Russell were members of the firm’s nationwide group of top tier financial advisers.
Following a philosophy of high personal touch, a holistic approach and rigorous investment disciplines used by professional investors, Craig and Russell draw from an uncommon blend of knowledge, expertise and leadership. Their combined professional experience includes presidential positions at local chapters of two national financial planning associations and a national estate planning council; treasurer of a CPA/Law forum; business columnists at the Ventura Star and board members of local business and charitable organizations. It is this breadth of skills, understanding and resources that helped Apex to become one of the largest financial advisory firms on California's “Gold Coast.”
