Trevor R. Randall, CFP®, MSPFP, RICP®, CA Insurance License #0I08678, joined the family business in 2013 as Vice President of Randall Wealth Management Group. He received his Bachelors Degree at California State University, Monterey Bay and his Masters Degree at Kansas State University. All while completing his education as a Certified Financial Planner® and a Retirement Income Certified Professional®.
Craig L. Randall, MBA, RICP® is the Founder of Randall Wealth Management Group. He grew up in Los Alamitos and Long Beach, where he received his undergraduate degree at California State University, Long Beach. Shortly after he received his Masters Degree in Business Administration from Pepperdine University.
We are a wealth management firm located in Long Beach, CA that specializes in creating retirement income plans for individuals close to or in retirement. We recognize that each individual has different Retirement Income, Investment, and Lifestyle needs.
Randall Wealth Management Group has taken the time to identify these needs and develop a specific Retirement Income Plan to help meet these personal retirement goals, along with any other needs that are present.
Our vision is to help our clients achieve their financial goals through proper financial and investment management. It is our intention to develop a long-term and multi-generational committed relationship with all our clients.
The simplest ideas can sometimes make a massive difference over time.