For more than 35 years, Long Beach families at or near retirement have trusted Randall Wealth Management Group for one reason: a family-run, fiduciary firm that turns a lifetime of saving into an income you can live on, with the same personal attention across two generations.
Randall Wealth Management Group has always been a family firm, and it has always been a Long Beach one. Craig Randall started it after years at a local bank, going out on his own so he could give people advice without the bank's interests in the way. For a long time it was just Craig and one assistant, and that close, personal way of working stuck. Today it's led by his son, Trevor Randall, CFP®, RICP®, President & CEO, with a Master's in Personal Financial Planning from Kansas State. Trevor keeps the practice small on purpose: he personally handles every plan, from the first meeting to each annual review. No handoffs to a team you've never met. The focus is retirement income planning, turning a lifetime of saving into a paycheck that lasts, with the least risk necessary. As an independent, fiduciary advisor, the firm isn't tied to any product line. The advice starts with your situation, not a sales sheet.
Financial Advisor in Long Beach, CA
3780 Kilroy Airport Way Suite 200 Long Beach, CA 90806
Randall Wealth Management Group has changed hands once in its history, from a father to his son, and never changed what it stands for. These are the moments that shaped the firm you'd work with today.
After building a loyal client base at a bank in Lakewood, California, Craig struck out on his own so he could put clients first without constraints. For years it was just Craig and a trusted assistant, the roots of a firm defined by personal, one-to-one advice.
Craig was recognized as the top advisor in the country and featured on the cover of Senior Market Advisor magazine, national validation of the client-first approach he'd quietly practiced in Long Beach for years.
After finishing his degree and a Master's in Personal Financial Planning, Trevor came home to work alongside Craig. Father and son rebuilt and grew the practice together over roughly a decade, with Trevor learning the business directly from the best teacher he could have had.
When Craig passed away in 2019, Trevor took over leadership of the firm. Many of the families Craig served stayed, and Trevor now advises their children, too, carrying forward the multi-generational relationships his father started.
Randall Wealth Management Group remains independent, fiduciary, and family-run, recognized as the Best Financial Planner in Long Beach in 2025, and still doing what Craig set out to do: helping neighbors retire with confidence.
I go into every relationship expecting it to last a long time. I want to actually get along with the people I work with, because I plan to be their advisor for years,
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The firm stays small so the person who builds your plan is the same one who picks up the phone and sits down with you each year. That person is Trevor.
Clients tend to stay a long time, often for life, and their families stay too. Trevor works with children and grandchildren of people his father first advised.
There are no in-house products anyone is pushed to sell. Trevor is free to look at your situation and recommend what actually fits it.
Straightforward pricing, including a 1% management fee on select investments, with no fees on cash, money markets, CDs, or T-bills, and no trading costs.
You'll usually hear back within a business day. Trevor answers his own phone and explains things in plain English, without the jargon.
The aim isn't to chase the highest return. It's to reach your goals while protecting what you've saved, taking on as little risk as the plan allows.
*This advertisement contains an unpaid testimonial. Unique experience and past performance do not guarantee future results. Testimonials herein are non-representative of all clients and account performance. Testimonials, statements, and opinions presented are applicable to the individuals depicted.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Understand your needs, wants, and long-term goals.
Giving right resources to help you pursue your goals.
Developing, implementing, and monitoring your strategy.
Focusing on you, the client, and your satisfaction.
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
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We can help you address your needs of today and for many years to come. We look forward to working with you.
