Certified Financial Advisor in Pasadena
Providing personalized financial strategies and trusted guidance in Pasadena since 1990.
Your Trusted Pasadena Financial Advisor for a Secure Retirement
Randall Wealth Group helps Pasadena 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 Pasadena 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 charm of Old Pasadena, exploring the cultural offerings at the Norton Simon Museum, or spending quality time in the peaceful neighborhoods of San Marino. With our Pasadena-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 Pasadena
*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 Planning in Pasadena Work Step-by-Step
Discover Your Goals
We start by understanding your financial dreams and retirement objectives.
Assess Your Finances
A thorough review of your assets, investments, and risk tolerance.
Create a Customized Plan
Customized strategies for retirement, investments, taxes, and estate planning.
Implement Your Plan
We put your financial strategy into action with precision and care.
Monitor & Adjust
Ongoing reviews and updates to keep your Pasadena retirement on track.
Your Financial Advisor in Pasadena
With over a decade of experience, I am a Retirement Income Certified Professional® and Certified Financial Planner® (CFP®), specializing in personalized retirement planning for Pasadena 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 Pasadena. 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 Pasadena-specific expertise to help you retire confidently in Southern California.
Pasadena Retirement Challenges & Our Solutions
High Cost of Living
Trevor develops personalized budgeting and retirement income strategies to ensure your lifestyle is sustainable without compromising long-term financial security.
California Tax Complexity
Trevor leverages local tax knowledge and strategic investment planning to minimize your tax burden and maximize retirement income.
Real Estate & Housing Decisions
Trevor provides comprehensive real estate and cash-flow planning, helping you make decisions that align with your retirement goals.
Healthcare & Long-Term Care Costs
Trevor integrates healthcare and long-term care planning into every retirement plan, ensuring coverage while protecting your wealth.
Legacy & Estate Planning
Trevor offers estate planning strategies and trust guidance, so Pasadena families can pass wealth efficiently and confidently.
Navigating Investment Risk
Trevor provides diversified, risk-managed investment strategies tailored to Pasadena retirees, balancing growth and security.
Why You Should Choose Randall Wealth Management Group in Pasadena
Local Expertise
We know Pasadena. From the historic streets of Old Pasadena to the unique neighborhoods like San Marino and Hastings Ranch, our team understands the local economy, cost of living, and opportunities that impact your financial future.
Personalized Retirement Planning
Every client receives a customized retirement plan designed to protect assets, generate reliable income, and support the lifestyle you want in Pasadena. No cookie-cutter solutions, just strategies built around your goals.
Transparent & Proactive Service
We handle all aspects of your plan personally, keeping you informed, confident, and in control of your financial future.
FAQS Financial Advisor Services in Pasadena
We offer personalized retirement planning, investment management, tax planning, estate strategies, risk management, and holistic wealth management tailored specifically to Pasadena residents.
Pasadena has a higher cost of living, unique tax considerations, and local real estate dynamics. We create plans that account for these factors to ensure a secure and comfortable retirement.
You can schedule an initial consultation with Trevor Randall to discuss your goals, current financial situation, and how we can create a personalized plan to meet your needs.
We provide diversified, risk-managed investment strategies designed to balance growth and security, customized to your retirement timeline and Pasadena-specific considerations.
Yes, we help Pasadena residents plan their estates, set up trusts, and ensure assets are efficiently transferred to heirs while minimizing taxes and family disputes.
We combine local expertise, decades of experience, and a client-focused approach, delivering personalized, holistic financial solutions with transparency and trust.
Contact our Pasadena 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 Pasadena, California
Pasadena is a vibrant city in Los Angeles County, located northeast of downtown Los Angeles. Known for its rich history, cultural landmarks, and picturesque neighborhoods, Pasadena combines the charm of a small city with the amenities of a major metropolitan area.
Key Highlights:
- Historic & Cultural Landmarks: Home to the Rose Bowl Stadium, Norton Simon Museum, and the annual Rose Parade, Pasadena is rich in arts, culture, and tradition.
- Education & Innovation: The city hosts Caltech, one of the world’s leading research institutions, contributing to Pasadena’s reputation for innovation and intellectual community.
- Neighborhoods & Lifestyle: From the historic homes in Bungalow Heaven to the modern charm of Old Pasadena, residents enjoy a blend of history, shopping, dining, and community events.
- Parks & Outdoor Spaces: Pasadena offers numerous parks and outdoor spaces, including Eaton Canyon Natural Area, perfect for hiking and enjoying Southern California’s natural beauty.
- Economy & Employment: With a diverse economy spanning education, healthcare, tech, and professional services, Pasadena provides both career opportunities and a thriving environment for retirees.
Useful Retirement Planning Resources in Pasadena Area
City of Pasadena
(626) 744-7311
100 N. Garfield Ave., Pasadena, CA 91101
Mayor’s Office
(626) 744-4111
100 N. Garfield Ave., Room S228, Pasadena, CA 91109
Public Works Department
(626) 744-7311
100 N. Garfield Ave., Pasadena, CA 91101
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.
