Your Trusted Torrance Financial Advisor for Retirement, Investments & Legacy Planning
Providing Personalized Financial Strategies and Trusted Guidance in Torrance Since 1990.
Your Trusted Torrance Financial Advisor for a Peacefull Retirement
Randall Wealth Group helps Torrance residents take control of their retirement and live life on their own terms. Retirement should be a time to enjoy what you love, protect what you’ve built, and pursue new opportunities, and our financial advisor is here to make that possible.
Trevor Randall creates personalized retirement plans for Torrance clients, designed to safeguard your assets, generate reliable income, and navigate the unique financial landscape of Southern California. Our advisor build strategies personalized for your individual retirement goals, including investment management, healthcare planning, estate preparation, tax-efficient income planning, and long-term financial protection. With our Torrance-focused expertise, deep understanding of South Bay economics, and access to national financial resources, we help retirees gain the clarity, structure, and confidence they need to move forward securely. From proactive guidance to long-range planning, Randall Wealth Group ensures your retirement is not only financially sound but deeply fulfilling.
What People Say About Our Financial Services in Torrance
*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 Torrance Work Step-by-Step
Introductory Meeting
We’ll meet (virtually or in person) to understand your goals, concerns, and current financial picture.
Financial Analysis
Using advanced planning tools, we analyze cash flow, investments, projected retirement income, and more.
Plan Creation
We design a personlized strategy for you aligned with what you want to achieve in Torrance and beyond.
Implementation
Once you’re comfortable with the plan, we help execute it, including portfolio adjustments, account rollovers, and income planning.
Ongoing Guidance
We continuously monitor your situation, revisit your strategy as life changes, and adjust as needed.
Your Financial Advisor in Torrance
With more than a decade of experience, I am a Retirement Income Certified Professional® and Certified Financial Planner® (CFP®) dedicated to helping Torrance residents build secure, personalized retirement plans. As President and CEO of Randall Wealth Group, a family-operated firm with over 30 years of trusted service, I provide practical guidance, South Bay–specific insight, and a client-centered approach to every plan I create.
Our retirement philosophy is comprehensive and holistic, blending thorough investment analysis with customized strategies designed to preserve your wealth, deliver steady income, and support the retirement lifestyle you envision in Torrance. With a clear and competitive fee structure, we focus on long-term efficiency, mindful portfolio management, and decisions aligned directly with your financial goals. I personally oversee every aspect of your retirement strategy, ensuring you receive transparent, proactive communication and guidance at every step. With a master’s degree from Kansas State University and a bachelor’s degree from California State University, Monterey Bay, I combine academic expertise with a strong understanding of the South Bay area to help you retire confidently.
Torrance Retirement Challenges & Our Solutions
High Cost of Living in Torrance
We create income strategies that account for inflation and Southern California living costs, ensuring your retirement income keeps pace with the lifestyle you’ve built in Torrance.
Market Volatility and Uncertain Economic Conditions
Our diversified investment approach focuses on stability and consistent returns, helping protect your assets through market fluctuations and broader economic shifts.
Navigating Taxes in Retirement
We use tax-efficient planning including coordinated withdrawals, Social Security timing, and optimized investment strategies to help reduce your long-term tax burden as a Torrance retiree.
Healthcare and Long-Term Care Costs
We integrate healthcare and long-term care planning into every retirement strategy, helping ensure you’re financially prepared for rising medical expenses and unexpected care needs.
Estate Planning and Legacy Goals
We work closely with estate professionals to create a customized legacy plan designed to support the people and causes that matter most to you here in Torrance and beyond.
Planning for Unexpected Life Changes
We design flexible, resilient retirement plans that can adapt to sudden life events, giving you confidence that your financial strategy will continue to support your lifestyle.
Why You Should Choose Randall Wealth Group in Torrance
Local Expertise, California Focus
Though headquartered in Long Beach, our team is deeply familiar with the Southern California financial landscape. We understand the regional tax considerations, real estate dynamics, and cost-of-living factors that matter to Torrance residents.
Trusted Credentials
Our lead advisor, Trevor Randall, holds the CFP® (Certified Financial Planner) and RICP® (Retirement Income Certified Professional) designations, ensuring that your retirement planning and long-term vision are handled by someone with deep expertise.
Transparent Fee Structure
We believe in clarity. For clients whose accounts we manage, we charge a 1% annual fee on select assets (excluding cash, money markets, CDs, and T-bills), with no hidden trading costs.
FAQS Financial Advisor Services in Torrance
No, we serve clients throughout California. Meetings can be held in person, by phone, or through virtual appointments.
Torrance retirees face a high cost of living, rising healthcare expenses, and California’s complex tax environment. Our plans are structured to help manage these challenges while supporting the lifestyle you enjoy along the South Bay.
We build income strategies that account for Southern California’s rising living costs, ensuring your retirement plan keeps pace with inflation and regional expenses.
Absolutely. We evaluate your full financial picture to determine a claiming strategy that maximizes your long-term benefits and integrates smoothly with your broader retirement income plan.
We use a diversified, risk-aware strategy focused on stability, consistency, and long-term preservation, helping protect your portfolio through market fluctuations common in California’s economy.
We apply tax-efficient withdrawal strategies, coordinate investment placement, and help optimize Social Security and RMD timing to reduce your tax burden over time.
About Torrance, California
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 Torrance, California
Torrance is a city located in Los Angeles County, California, within the South Bay region of the Greater Los Angeles area. Covering about 21–22 square miles, it has a population of roughly 145,000–150,000 people. The city has a diverse economy, with major industries including automotive, manufacturing, technology, and retail, and it is home to Toyota’s North American headquarters and the large Del Amo Fashion Center. Torrance is served by the Torrance Unified School District and is near institutions like El Camino College. The city features numerous parks, cultural centers, and beaches, with a notable Japanese-American community influencing local culture and cuisine. Torrance enjoys a Mediterranean climate with mild, wet winters and warm, dry summers, and is well-connected via major freeways and proximity to Los Angeles International Airport.
Useful Retirement Planning Resources in Torrance Area
Torrance Bartlett Senior Citizens Center
(310) 320‑5918
1318 Cravens Ave, Torrance, CA 90501
Focal Point on Aging (City of Torrance)
(310) 320‑1300
1339 Post Avenue, Torrance, CA
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.
