Specialized Financial Advisor in Los Angeles
Delivering personalized financial strategies and trusted advice to Los Angeles since 1990
Retire with Confidence in Los Angeles with Our Financial Services
Randall Wealth Group helps people in Los Angeles live their lives on their terms with confidence. Retirement is your chance to do so. Our advisor develops personalized retirement plans to safeguard your assets, produce steady income, and take advantage of California-specific opportunities.
Our financial advisor provides solutions that support your objectives, from estate planning and healthcare considerations to individualized income planning and astute investment management. He’ll make sure your financial plan supports the lifestyle you choose, whether that means spending more time with your family at home, exploring Downtown LA's culture, or enjoying Malibu's beaches.
He provides the clarity and confidence retirees require to live completely thanks to our committed Los Angeles team, local knowledge, and nationwide resources.
What People Say About Our Financial Services in Los Angeles
*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 Los Angeles Work Step-by-Step
Initial
Meeting
Meet in-person at our Los Angeles office or via Zoom to discuss your financial goals, retirement vision, and investment philosophy.
Retirement Planning Review
We analyze income, expenses, retirement age, and investments using advanced software while factoring Los Angeles cost of living and California taxes.
Investment Analysis
Your portfolio is evaluated for quality and alignment, balancing growth opportunities with stability within Los Angeles’ dynamic economic environment.
Retirement
Plan
Receive a personalized retirement plan tailored to your Los Angeles lifestyle—whether beaches, culture, family, or simply enjoying local experiences.
Ongoing
Support
We monitor your accounts closely, providing regular updates and adjustments as California’s financial climate and your goals continue evolving.
Your Financial Advisor in Los Angeles
As a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® with over a decade of experience, I specialize in personalized retirement planning for Los Angeles residents. As President and CEO of Randall Wealth Management Group, a family business established over 30 years ago, I prioritize hands-on care and local insight. With a commitment to thorough investment research, I ensure every portfolio decision is sound and aligned with your goals. Our competitive fee structure is designed to maximize the long-term growth of your assets.
You’ll receive transparent and proactive service as I oversee every detail of your retirement plan. Drawing 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 recommend retirement income strategies tailored to your unique needs. My goal is to provide Los Angeles clients with a clear, practical vision for retirement, offering strategic solutions that help you enjoy financial confidence and peace of mind in one of the world’s most dynamic cities.
Los Angeles Retirement Challenges & Our Solutions
High Cost of Living
In a high-cost economy, Trevor Randall creates customized income plans to assist you manage spending and keep your lifestyle.
California Taxes
To reduce liabilities and save more of your hard-earned retirement income, our financial advisor uses tax-efficient investment and withdrawal strategies.
Housing & Real Estate Market
Trevor Randall helps evaluate downsizing, real estate opportunities, or equity strategies to ensure your housing decisions strengthen long-term financial security.
Healthcare & Long-Term Care Costs
He integrates healthcare and long-term care planning into your retirement strategy, preparing for both expected and unforeseen expenses.
Market Volatility & Economic Uncertainty
Our financial advisor designs diversified, resilient portfolios that balance growth with protection, helping you withstand market fluctuations over time.
Lifestyle & Legacy Goals
Trevor Randall aligns your financial plan with your lifestyle aspirations and estate goals, ensuring you can both live well and give back.
Why You Should Choose Randall Wealth Management Group in Los Angeles
Expertise
Serving clients since 1990, Randall Wealth Management Group combines generational expertise with personalized strategies for Los Angeles families and professionals.
Local Insight
We are aware of the particular difficulties of living and retiring in Los Angeles, including the exorbitant expense of living and the complicated tax system in California.
Service
Trevor Randall, CFP®, provides proactive guidance, direct communication, and solutions designed to give you confidence in every stage of retirement.
FAQS
Los Angeles residents face unique financial challenges, including high living costs, state taxes, and real estate markets. Working with Trevor Randall provides local insight and personalized strategies you won’t get from a one-size-fits-all service.
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.
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.
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.
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 Los Angeles 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 Los Angeles, CA
Los Angeles is a major economic hub in the United States, and while it is often associated with entertainment, technology, and trade, it also has a significant financial services sector, including banking, investment, insurance, fintech, and accounting services.
- LA’s financial ecosystem is the third-largest in the U.S. after New York and Chicago in terms of employment and market activity in finance.
- The city is home to regional headquarters and offices of major banks, investment firms, and insurance companies.
- LA also has a growing fintech community, particularly in areas like digital payments, venture funding, and cryptocurrency.
Useful Retirement Planning Resources in Los Angeles Area
Los Angeles County Employees Retirement Association
(800) 786-6464
300 N. Lake Ave, Pasadena, CA 91101
Los Angeles Fire and Police Pension System (LAFPP)
(213) 279-3000
701 E. 3rd St, Suite 200, Los Angeles, CA 90013
Los Angeles City Employees Retirement System (LACERS)
(800) 779-8328
977 N. Broadway, Los Angeles, CA 90012-1728
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.
