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

Locally Owned & Operated since 1990

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A Note from Trevor Randall

Financial Advisor in Long Beach, CA

As a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® 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 35 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 from Kansas State University, I suggest 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.

A Note from Trevor Randall

Financial Advisor in Long Beach, CA

Trevor Randall, financial advisor in Long Beach

Trevor Randall

Trevor Randall

Recognized as Best Financial Consultant in Long Beach

Presented by Long Beach Award Program

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What People Say About Randall Wealth Group

Louise May Teng
Louise May Teng
2023-03-22
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
2023-03-22
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
2023-03-21
Thank you absolutely the best in the investment community ☝️
Thom Holder
Thom Holder
2023-03-21
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.

How Financially
Prepared Are You
For Retirement?

Our financial advisor will analyze all aspects of your financial life and identify actionable strategies to help you achieve your objectives and goals.

Achieve Your Goals with Our Long Beach Financial Advisor Services

Our financial advisor will analyze all aspects of your financial life and identify actionable strategies to help you achieve your objectives and goals.

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get specialized financial advisor services

Get Prepared For Your Retirement in Long Beach

get specialized financial advisor services

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

Expertise

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.

Service

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.

Support

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.

expertised financial advisor services in Long Beach

Your Growth is Our Priority

expertised financial advisor services in Long Beach

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.

Questions That Clients Ask Our Financial Advisor in Long Beach

Who should consider Randall Wealth Management Group Financial Advisor?

Randall Wealth Management Group Financial Advisor is ideal for individuals and families seeking personalized financial guidance tailored to their needs. Whether you're starting to build wealth or planning for retirement, their expertise offers valuable insights and strategies. If you value comprehensive planning and proactive investment management, they're a great choice.

How do you determine the best investment strategy for me?

Our financial advisor determines the best investment strategy for you through a personalized approach. We assess your goals, risk tolerance, and financial situation to develop a tailored plan that aligns with your objectives. Leveraging our expertise, we recommend strategies to optimize returns while managing risk. We regularly review and adjust your plan to ensure it remains aligned with your goals and adapts to changes in your situation or market conditions.

How often will I meet with my financial advisor?

The frequency of meetings with your financial advisor depends on your needs and preferences. Typically, we schedule regular meetings to review your financial plan, assess progress toward your goals, and make any necessary adjustments. However, we can also meet more frequently if there are significant changes in your life or financial situation that require immediate attention. Ultimately, our goal is to ensure you feel supported and informed throughout our partnership.

How do you stay updated on market trends and changes in regulations?

Our financial advisor stays updated on market trends and regulatory changes through a variety of methods. This includes actively monitoring financial news, attending industry conferences and seminars, participating in professional development programs, and leveraging research from reputable sources. Additionally, we maintain memberships in relevant professional organizations and networks, allowing us to stay connected with other experts in the field and exchange insights. By staying informed and continuously educating ourselves, we ensure that our advice remains current and relevant to your financial needs and goals.

How do you handle risk management for client portfolios?

Our financial advisor manages risk for client portfolios through a comprehensive approach. We assess your risk tolerance, goals, and time horizon, diversify assets, and strategically allocate them. Continuous monitoring and periodic rebalancing ensure alignment with your objectives. Stress testing helps assess performance under different scenarios, allowing proactive adjustments to risk management strategies. Our goal is to effectively manage risk while optimizing long-term returns.

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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Source: visitlongbeach.com

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.