Financial Advisor in Santa Clarita Since 1990
Randall Wealth Group delivers personalized wealth management and retirement planning backed by decades of experience and a client-first approach.
Trusted Santa Clarita Financial Advisor
Randall Wealth Group helps Santa Clarita residents plan for retirement with clarity and confidence. Retirement should provide freedom and peace of mind, and our role is to help you protect what you’ve built while preparing for the future you envision. Trevor Randall creates personalized retirement and wealth strategies designed around your goals, lifestyle, and the financial realities of California. Our planning focuses on preserving assets, generating reliable income, and adapting to life’s changes as you move into retirement. Our services include investment management, tax-efficient income planning, healthcare and long-term care planning, estate coordination, and risk management, all brought together in a clear, customized plan. With decades of experience and a strong understanding of the Santa Clarita community, Randall Wealth Group provides the guidance and structure needed to move forward confidently and enjoy a financially secure retirement.
What People Say About Our Financial Services in Santa Clarita
*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 Our Financial Services in Santa Clarita Work Step-by-Step
Introductory Conversation
We start with a personal discussion to understand your goals, priorities, and financial situation.
Custom Planning
We develop a tailored financial strategy focused on retirement, investments, taxes, and long-term protection.
Implementation
After your approval, we put the plan into action and align all financial pieces.
Ongoing Support
We monitor progress, adjust as needed, and provide ongoing guidance as your life evolves.
Your Financial Advisor in Santa Clarita
With over a decade of industry experience, I am a Retirement Income Certified Professional® and Certified Financial Planner® (CFP®) committed to helping Santa Clarita residents build thoughtful, reliable retirement strategies. As President and CEO of Randall Wealth Group, a family-run firm serving clients since 1990, I take a hands-on, client-first approach to every financial plan. Our planning philosophy is comprehensive and personalized, combining disciplined investment analysis with strategies designed to protect wealth, generate sustainable income, and support the lifestyle you envision in retirement. We emphasize clarity, long-term efficiency, and a transparent fee structure aligned with your goals. I personally guide each client relationship, providing consistent communication and proactive advice as financial needs evolve. With a master’s degree from Kansas State University and a bachelor’s degree from California State University, Monterey Bay, I bring both academic insight and a strong understanding of California’s financial landscape to help Santa Clarita clients retire with confidence.I personally oversee every aspect of your retirement strategy, ensuring you receive transparent, proactive communication and guidance at every step. With a master’s degree from Kansas State University and a bachelor’s degree from California State University, Monterey Bay, I combine academic expertise with a strong understanding of the South Bay area to help you retire confidently.
Santa Clarita Retirement Challenges & Our Solutions
Creating Reliable Retirement Income
Rising living costs and taxes in California can put pressure on retirement savings. We build income strategies designed for stability, longevity, and tax efficiency.
Managing Market Risk
Market volatility can impact portfolios during retirement. Our investment approach emphasizes diversification and risk management to help protect long-term income.
Planning for Healthcare Costs
Healthcare and long-term care expenses are a major concern in retirement. We help clients prepare by coordinating coverage options and asset protection strategies.
Tax-Efficient Withdrawals
The timing and source of retirement income matter. We structure withdrawals to reduce tax exposure and improve overall efficiency.
Why You Should Choose Randall Wealth Group in Santa Clarita
Decades of Trusted Experience
Serving California communities since 1990, Randall Wealth Group combines over 30 years of experience with a deep understanding of Santa Clarita’s unique financial landscape.
Personalized, Client-Centered Planning
We create strategies that reflect your goals, lifestyle, and retirement vision, ensuring your plan fits your life, not the other way around.
Proactive Guidance & Transparent Communication
You’ll receive ongoing, clear guidance and consistent updates so you always understand where you stand and how your plan is performing.
FAQS Financial Advisor Services in Santa Clarita
We provide comprehensive wealth management services, including retirement planning, investment management, tax-efficient income strategies, estate coordination, and risk management, all for your individual goals.
We combine over 30 years of experience with a client-first, personalized approach. Our team provides proactive guidance, transparent communication, and strategies customized for the Santa Clarita area.
Yes. Our expertise includes retirement income planning, portfolio management, healthcare and long-term care planning, and tax-efficient withdrawal strategies to help you retire with confidence.
We start with a detailed assessment of your goals, assets, and risk tolerance. From there, we develop a customized plan integrating investments, income strategies, and long-term protection tailored to your lifestyle and Santa Clarita’s financial landscape.
Living costs, local taxes, and California-specific regulations create unique challenges. Our knowledge of the Santa Clarita community allows us to craft strategies that address these factors effectively.
About Santa Clarita, California
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
Financial Advisory Service Areas
About Santa Clarita, California
Santa Clarita is a thriving city in Northern Los Angeles County, known for its scenic landscapes, family-friendly neighborhoods, and strong local economy. With a population of over 200,000, the city offers a mix of suburban comfort and easy access to Southern California’s cultural, recreational, and business opportunities.
Residents enjoy top-rated schools, abundant parks, and a welcoming community atmosphere, making Santa Clarita an ideal place for families, professionals, and retirees alike. The city’s economic diversity—including technology, healthcare, and entertainment sectors—creates unique financial considerations for local residents planning for retirement or wealth management.
At Randall Wealth Group, we understand Santa Clarita’s local lifestyle and financial landscape, helping clients navigate the area’s specific opportunities and challenges to achieve their long-term financial goals.
Useful Retirement Planning Resources in Santa Clarita Area
SCV Senior Center
(661) 259‑9444
27180 Golden Valley Rd, Santa Clarita, CA 91351
Santa Clarita Valley Service Center
(661) 254‑0070
26111 Bouquet Canyon Rd Suite H‑1, Santa Clarita, CA 91350
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.
