Expert Financial Advisor in Huntington Beach
Providing Personalized Financial Strategies and Trusted Guidance in Huntington Beach Since 1990.
Your Trusted Huntington Beach Financial Advisor for a Secure Retirement
Randall Wealth Group helps Huntington Beach residents take control of their retirement and live life on their own terms. Retirement is a time to enjoy your passions, secure your future, and embrace opportunities, our financial advisors are here to make that possible.
We create personalized retirement plans for Huntington Beach clients, designed to protect your assets, generate reliable income, and leverage opportunities unique to Southern California. Our advisors provide solutions tailored to your specific retirement goals, including strategic investment management, healthcare planning, estate preparation, and customized income strategies. Every plan is built to ensure your finances support the lifestyle you envision, whether that means enjoying the surf and sand along Huntington Beach Pier, exploring local art and culture at Pacific City, or spending quality time in the peaceful coastal neighborhoods nearby. With our Huntington Beach–focused expertise, local knowledge, and access to national resources, we give retirees the clarity and confidence they need to live fully. From proactive advice to strategic planning, Randall Wealth Group ensures your retirement is not only secure but truly fulfilling.
What People Say About Our Financial Services in Huntington Beach
*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 Huntington Beach Work Step-by-Step
Complimentary Consultation
We start by learning about your financial goals, retirement dreams, and unique needs.
Comprehensive Financial Review
Our advisors examine your assets, income, investments, and overall financial picture to uncover opportunities and risks.
Personalized Strategy
We create a personalized plan covering retirement planning, investment management, income strategies, and wealth protection.
Implementation & Management
Your plan is put into action with ongoing management and coordination to keep you on track.
Regular Reviews & Adjustments
Life changes, and so do your financial needs. We schedule periodic reviews to refine your plan and ensure your retirement goals are always on target.
Your Financial Advisor in Huntington Beach
With over a decade of experience, I am a Retirement Income Certified Professional® and Certified Financial Planner® (CFP®), specializing in personalized retirement planning for Huntington Beach residents. As president and CEO of Randall Wealth Group, a family-run firm with more than 30 years of trusted service, I bring practical advice, local insight, and a client-focused approach to every plan.
We take a holistic approach to retirement, combining in-depth investment analysis with customized strategies designed to protect your wealth, generate reliable income, and support the lifestyle you want in Huntington Beach. Our competitive fee structure ensures efficiency and long-term growth, with every portfolio decision thoughtfully aligned with your goals. By managing all aspects of your retirement plan personally, I provide transparent, proactive service. Backed by a master’s degree from Kansas State University and a bachelor’s degree from California State University, Monterey Bay, I leverage both academic knowledge and Huntington Beach–specific expertise to help you retire confidently along Southern California’s coast.
Huntington Beach Retirement Challenges & Our Solutions
High Cost of Living
We create customized budgeting and savings strategies, helping you prioritize investments, optimize cash flow, and maximize tax-efficient accounts to grow your wealth despite higher living costs in Huntington Beach.
Tax Pressures in California
We develop tax-efficient strategies, including Roth conversions, municipal bond investments, and strategic withdrawals, to minimize tax impact and maximize your after-tax income in California.
Planning for Healthcare
We incorporate healthcare planning and insurance strategies into your retirement plan, helping you prepare for medical expenses while maintaining your Huntington Beach lifestyle.
Legacy and Estate Planning
We provide comprehensive estate strategies, including trusts, wills, and beneficiary planning, to safeguard your assets and ensure your legacy reflects your values for your family and community.
Market Volatility & Investment Risk
Our team builds diversified, risk-managed portfolios tailored to your timeline and risk tolerance, with ongoing monitoring and adjustments to protect your assets and provide steady growth in uncertain markets.
Lifestyle & Legacy Goals
We create personalized income plans that align with your retirement goals, considering both your desired Huntington Beach lifestyle and potential financial risks, so you can enjoy retirement confidently.
Why You Should Choose Randall Wealth Management Group in Huntington Beach
Local Expertise
We understand the unique opportunities and challenges of retiring in Southern California, from coastal living costs to local investment options.
Personalized Financial Strategies
Every plan is personalized to your goals, lifestyle, and risk tolerance, ensuring your finances support the retirement you envision.
Transparent & Proactive Service
We communicate clearly, act in your best interest, and adjust your plan as life changes, giving you confidence every step of the way.
FAQS Financial Advisor Services in Huntington Beach
We offer comprehensive financial planning, including retirement planning, investment management, tax strategies, estate and legacy planning, income optimization, and risk management, all tailored to your goals and lifestyle.
We combine over 30 years of family-run expertise with Huntington Beach–specific knowledge. Our approach is personalized, transparent, and proactive, ensuring every plan aligns with your retirement goals and coastal lifestyle.
Yes. We focus on creating retirement plans that protect your assets, generate reliable income, and allow you to live confidently in Huntington Beach and beyond.
We begin with a complimentary consultation, conduct a comprehensive financial review, and develop a tailored strategy addressing investments, taxes, healthcare, estate planning, and lifestyle goals.
Absolutely. We integrate healthcare and insurance planning into your retirement strategy to ensure you are prepared for medical expenses without compromising your lifestyle.
Our advisors build diversified, risk-managed portfolios based on your goals and tolerance. We monitor investments regularly and make adjustments to protect your assets while seeking steady growth.
We schedule regular check-ins to update your plan as life changes, ensuring your strategy continues to meet your evolving needs and Huntington Beach lifestyle goals.
We offer a competitive, transparent fee structure designed to provide efficiency and long-term growth. Each portfolio decision is aligned with your specific goals and needs.
Simply schedule a complimentary consultation with one of our advisors. We’ll review your current financial situation, discuss your goals, and outline a customized plan to help you achieve a secure retirement.
Contact our Huntington Beach Financial Advisor
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 Huntington Beach, California
Huntington Beach, often called “Surf City USA,” is a vibrant coastal city in Orange County, California, known for its 8.5 miles of sandy beaches, iconic pier, and world-class surfing culture. Beyond the waves, the city offers a mix of outdoor recreation, shopping, dining, and cultural attractions, making it a desirable place to live and retire.
The city enjoys a mild Mediterranean climate, with sunny skies and moderate temperatures year-round, ideal for those seeking an active, outdoor lifestyle. Huntington Beach is also home to numerous parks, bike trails, and a bustling downtown area with local shops, restaurants, and community events.
With a strong economy, excellent schools, and convenient access to major Southern California hubs like Los Angeles and Irvine, Huntington Beach provides a perfect balance of coastal living, professional opportunities, and retirement-friendly amenities.
Whether you’re enjoying surfing at the pier, strolling through Pacific City, or relaxing along the coastline, Huntington Beach offers a lifestyle that combines leisure, community, and Southern California charm.
Useful Retirement Planning Resources in Huntington Beach Area
Apella Wealth – Huntington Beach
714‑971‑0663
5011 Argosy Ave., Suite 7, Huntington Beach, CA 92649.
Huntington Beach Public Library (Central Library)
714‑842‑4481
7111 Talbert Ave., Huntington Beach, CA 92648
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.
