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Secure Your Future with Our Specialized Financial Advisor in Long Beach, CA

Locally Owned & Operated since 1990

A Note from Trevor Randall

Your Financial Advisor in Long Beach, CA

As a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® (RICP®) with over a decade of experience, I specialize in personalized retirement planning. As President and CEO of Randall Wealth Management Group, a family business established over 30 years ago, I prioritize hands-on care. With a commitment to thorough investment research, I ensure every portfolio decision is sound. Our competitive fee structure maximizes your assets' growth.

You'll receive transparent and proactive service as I oversee every aspect of your retirement plan. Based on my educational background, including a Bachelor's Degree from California State University, Monterey Bay, and a Master's Degree in Personal Financial Planning from Kansas State University, I help create retirement income plans that meet your needs. My goal is to offer a clear and practical vision of your retirement future, providing strategic solutions along your financial journey.

What People Say About Randall Wealth Group

Louise May Teng
Louise May Teng
I have complete faith in Trevor Randall. He and his company are looking out for my best interests and I wish him the best because he IS the best in everything he does!
Lisa Miguel
Lisa Miguel
If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.
Bohuslav Cerven
Bohuslav Cerven
Thank you absolutely the best in the investment community ☝️
Thom Holder
Thom Holder
I am very happy with Randall Wealth Management! Trevor keeps us informed and answers a lot of stupid questions for us and answers his phone!

*Testimonials appearing herein may not be representative of the experience of other clients and are no guarantee of any future performance or success. No client was paid for their testimonial.

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Get Prepared For Your Retirement With Our Specialized Financial Advisor

At Randall Wealth Management Group, we understand that retirement journeys are unique. Our goal is to provide you with financial security and peace of mind. Apart for providing exceptional service to our clientele, we also promote networking, education and additional benefits including:

  • Monthly dinner events to foster community and learning
  • Monthly newsletters with market insights
  • Transparent investment updates
  • Direct and independent research emails

With us, you’ll receive guidance in retirement planning, investment strategy, and legacy security.

Why You Should Choose Randall Wealth Management Group


Our team knows all aspects of financial planning, investment management, and retirement strategies. 
We follow the latest market trends and regulatory changes to provide you with up-to-date advice aligned with your goals.


We understand that each individual has unique financial circumstances and goals, which is why we take the time to listen and understand your needs before crafting personalized solutions. Our client-centric approach means that your satisfaction is our top priority.


Our team is always ready to provide expert advice if you have any questions. We provide 24 hours response time and are ready to help with any concern that you may have.

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Your Growth is Our Priority

We prioritize your income growth by offering straightforward compensation, including commissions, hourly fees, and/or a modest 1% management fee applied to stocks, bonds, mutual funds, and ETFs. Importantly, there are no charges on investments such as cash, money markets, CDs, or T-bills. There are also no trading cost fees.

We’re dedicated to actively monitoring and fine-tuning your portfolio throughout the year, ensuring we follow the ever-changing US economy together. Our compensation grows with your accounts, creating a partnership defined by mutual success and aligned interests. Your financial goals are not just a priority; they’re our mission.

Contact our Long Beach Financial Advisor

Address: 3780 Kilroy Airport Way Suite 200 Long Beach, CA 90806

Hours of operation:

Monday: 9:00 AM – 5:00 PM

Tuesday: 9:00 AM – 5:00 PM

Wednesday: 9:00 AM – 5:00 PM

Thursday: 9:00 AM – 5:00 PM

Friday: 9:00 AM – 5:00 PM

Saturday: Closed

Sunday: Closed

About Long Beach, CA

Long Beach, located along Southern California coastline, has a Mediterranean climate. The mild, sunny weather in Long Beach year-round is perfect for outdoor activities and long walks.

While the cost of living in Long Beach is slightly above the national average, the city's diverse housing options cater to various preferences and budgets, ensuring retirees can find accommodations that suit their needs. From beachfront condos to suburban single-family homes, there's something for everyone in Long Beach's vibrant real estate market.

Moreover, Long Beach provides residents with access to quality healthcare services. Facilities like Long Beach Memorial Medical Center and St. Mary Medical Center offer a wide range of medical specialties and advanced treatment options.

Long Beach offers retirees a high quality of life with its desirable climate, abundant amenities, and vibrant cultural scene. The city's unique blend of natural beauty, recreational opportunities, and community spirit makes it an attractive destination for retirees seeking an enriching and fulfilling retirement lifestyle.

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Useful Retirement Planning Resources in Long Beach Area

City of Long Beach Treasury Bureau

+1 562-570-6845

333 W Ocean Blvd # 6, Long Beach, CA 90802, United States

City of Long Beach Financial Management 

+1 562-570-6048

411 W Ocean Blvd, Long Beach, CA 90802, United States

Long Beach Chamber of Commerce

(562) 436-1251

1 World Trade Center Suite 101
Long Beach CA 90831

Long Beach Local News

(562) 653-NEWS (6397)

3553 Atlantic Ave. Suite B #1191. Long Beach, CA 90807

Book a Complimentary Consultation

We can help you address your needs of today and for many years to come. We look forward to working with you.