Orange County’s Expert Financial Advisor
Partner with a trusted Orange County financial advisor to create a personalized plan that grows your wealth, protects your assets, and helps you achieve your life goals with confidence.
Why Choose Trevor Randall as Your Financial Advisor in Orange County?
Choosing a financial advisor is about more than numbers, it’s about finding someone who truly understands your goals and helps you achieve them. Trevor Randall works closely with each client to create personalized strategies that grow your wealth, protect your assets, and give you confidence about the future. With years of experience and deep knowledge of Orange County’s financial landscape, Trevor provides clear, honest advice you can trust. He’s not just your advisor, he’s a partner committed to your long-term success every step of the way.
What People Say About Our Financial Services in Orange County
*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.
Financial Planning Services You Get in Orange County
Retirement Planning for Orange County Residents
Prepare for a secure and comfortable retirement.
Investment Management
Grow your wealth with smart, personalized investment strategies.
Income Planning
Create a reliable strategy for generating income.
IRA & 401(k) Rollovers
Simplify the transfer of your retirement accounts.
Estate Planning
Protect your assets and plan for your legacy.
Social Security Analysis
Maximize your benefits and plan effectively.
How Our Financial Services in Orange County Work Step-by-Step
Discovery
& Goal Setting
We get to know your finances, lifestyle, and retirement goals to create a plan customized for you.
Personalized Retirement Plan
We design a strategy covering income, investments, taxes, estate planning, and healthcare costs.
Investment Analysis
Your portfolio is created to balance growth, income, and risk, aligned with your retirement timeline.
Retirement
Plan
We put your plan into action and coordinate all financial pieces for successfull execution.
Ongoing
Support
We track progress and adjust as needed, ensuring your retirement stays on course with confidence.
Your Financial Advisor in Orange County
With more than ten years of experience, I am a Retirement Income Certified Professional® and Certified Financial Planner® (CFP®), with a focus on individualized retirement planning for Orange County citizens. I place a high value on practical advice and local knowledge in my role as president and CEO of Randall Wealth Group, a family-run company with more than 30 years of dependable service.
We approach your retirement holistically, fusing in-depth investment analysis with useful, customized tactics. Our competitive fee structure guarantees long-term growth and efficiency, and every portfolio decision is carefully thought out to match your objectives. As I manage every aspect of your retirement plan, you will receive open, proactive service. Based on my academic background, which includes a master's degree from Kansas State University and a bachelor's degree from California State University, Monterey Bay, I createI place a high value on practical advice and local knowledge in my role as president and CEO of Randall Wealth Group, a family-run company with more than 30 years of dependable service.
Why You Should Choose Randall Wealth Management Group in Orange County
Personalized Guidance
We take the time to understand your unique goals, lifestyle, and retirement vision. As a family-run business with over 30 years of experience, we provide customized strategies and personal attention, not one-size-fits-all solutions.
Local Expertise
Our team combines deep knowledge of Orange County’s financial landscape with access to national research and investment tools. This ensures your plan is both locally informed and globally optimized for growth, income, and risk management.
Commitment to Confidence
We focus on transparent, proactive service, helping you make informed financial decisions. From retirement income planning to estate strategies, we give you the clarity and confidence to enjoy your retirement and secure your financial future.
Transparent Fees You Can Trust
At Randall Wealth Group, we believe transparency is key. Here’s how we structure our fees so you always know what you’re paying—and why:
- Consultation Services: $450 per hour for guidance while you maintain control of your accounts.
- Passive Asset Management: 4–5% upfront fee from mutual funds, plus a 0.25% annual fee.
- Insurance Products: Commissions are paid directly by the insurance company, not you.
- Active Account Management: 1% of account value (excluding cash holdings and trading costs).
- Fiduciary Responsibility: As a fiduciary, we always act in your best interest, providing objective, client-first advice.
FAQS Financial Advisor Services in Orange County
We provide comprehensive financial services including retirement planning, investment management, tax-efficient strategies, estate planning, healthcare and long-term care planning, and personalized wealth management tailored to Orange County residents.
We combine local expertise in Orange County with over 30 years of family-run experience, delivering personalized, hands-on guidance. Our advisors focus on building long-term relationships and providing clarity, confidence, and proactive solutions.
Our services are ideal for retirees, pre-retirees, professionals, and families looking for customized financial planning that aligns with their lifestyle, goals, and retirement vision in Orange County.
We start with a detailed assessment of your finances, lifestyle, and goals. Then we develop a personalized retirement strategy covering income planning, investments, tax strategies, estate planning, and healthcare considerations, ensuring your plan supports your desired lifestyle.
Yes. We design and manage customized investment portfolios tailored to your risk tolerance, retirement timeline, and financial objectives. Our approach emphasizes diversification, long-term growth, and risk management.
We are a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® (RICP®) with over a decade of experience. Our transparent, client-focused approach, combined with a family-run, 30-year history, ensures integrity and reliability in every recommendation.
Contact our Orange County 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 Orange County, CA
One of California’s liveliest and most economically diversified areas, Orange County is home to families, retirees, business owners, and professionals. Its high cost of living, vibrant real estate market, and distinctive lifestyle options present people with both financial management opportunities and challenges. Orange County financial services are intended to assist people and families in overcoming these obstacles, making future plans, and obtaining financial stability.
The following are typical services provided by financial advisors in the area:
Retirement planning is the process of developing tailored plans to guarantee a comfortable and long-lasting retirement while taking inflation, healthcare expenses, lifestyle objectives, and income requirements into consideration.
Investment management: Providing individualized investment strategies and portfolio management to assist clients in increasing their wealth while controlling risk.
Planning and Optimizing Taxes: Giving AdviceIts high cost of living, vibrant real estate market, and distinctive lifestyle options present people with both financial management opportunities and challenges. Orange County financial services are intended to assist people and families in overcoming these obstacles, making future plans, and obtaining financial stability.
The following are typical services provided by financial advisors in the area:
Retirement planning is the process of developing tailored plans to guarantee a comfortable and long-lasting retirement while taking inflation, healthcare expenses, lifestyle objectives, and income requirements into consideration.
One of California’s liveliest and most economically diversified areas, Orange County is home to families, retirees, business owners, and professionals. Its high cost of living, vibrant real estate market, and distinctive lifestyle options present people with both financial management opportunities and challenges.
Useful Retirement Planning Resources in Orange County Area
OC Community Resources
(714) 480-2788
601 North Ross Street, Santa Ana, CA 92701
OC Housing & Community Development
(714) 480-2700
1501 E St. Andrew Place, Santa Ana, CA 92705
2-1-1 Orange County (211OC)
(888) 600-4357
18012 Mitchell South, Irvine, CA 92614
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.
