With a wealth of experience in helping clients navigate life insurance and financial challenges, Randy specializes in working with high-net-worth individuals and families, providing estate and business insurance for both domestic and international clients. By incorporating a Family Focused Office approach with third-party money managers, Randy builds diversified portfolios to help clients pursue their goals and financial objectives.
Having more than four decades of experience in the financial services industry, Randy understands the importance of proactive communication and high-touch service. He takes a personalized approach as he executes solutions related to wealth accumulation, distribution, asset protection, investment management and business succession.
- Key areas of focus include:
- Retirement Income planning
- Risk Management
- Wealth Management
- Tax Planning Strategies
- Financial Planning
- Estate Planning
Randy received a BA in Mathematics from the University of Minnesota. He also holds the Chartered Life Underwriter (CLU) designation, which is considered the most respected insurance designation in the industry. The designation is earned after completing rigorous course work and exams in life insurance and estate planning.
Randy lives in Ladera Ranch, CA, with his partner, Sherri. When he isn’t working with clients or spending time with family, he enjoys golfing.
CA Insurance Lic # 0680671