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Professional Services Directory

Here at Randall Wealth Management Group, we pride ourselves on being a one-stop shop. Below is a list of trusted professionals that can assist you with items outside our scope of specialties. They are independent businesses that we have a long-standing referral relationship with. When you call them, please be sure to mention our name.

TAX PLANNING

Maxson & Associates

Joseph A. Gustaff
CPA - President/Director

Emphasis: Taxation, Small business & non-profit advisory services, Taxation, Financial statement audits & attestation, Quickbooks™ Professional Advisor
Education: MBA University of Massachusetts, PFP University of California Irvine
Member: AICPA & CSCPA
Contact Information

6700 East Pacific Coast Hwy., #291
Long Beach, CA 90803-4217
Phone: (562) 594-4681
Fax: (562) 431-4451
Email: info@maxson-accounting.com

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ESTATE PLANNING

Williamson & Gentilini

Christina Gentilini

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Christina, the “daughter” of the Father-Daughter firm, has been practicing in the areas of Estate Planning, Trust Administration, and Probate since her admission to the bar in 2010. She finds great fulfillment in her work and strives to make Estate Planning, Trust Administration, and Probate understandable and manageable for her clients.

In her personal life, Christina is married, has two rambunctious boys, and one crazy cat. She is an avid reader, volleyball player, and puzzle aficionado.

Education

  • Bachelor of Arts with a major in Psychology from UC Santa Barbara – graduated with Highest Honors|
  • Juris Doctor from Southwestern Law School (SCALE program) – graduated Magna Cum Laude

Bar Admission
California State Bar – December 2010

Publications

  • Contributor to Richard T. Williamson’s book The Real Estate Investor’s Guide to Corporations, LLCs & Asset Protection Entities

Contact Information

1945 Palo Verde Ave., #101
Long Beach, CA 90815
Phone: 562-431-1956
Fax: 562-431-4433

MEDICARE

Martin & Associates

Elliott Martin

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 Elliott Martin was born and raised in Irvine, California. He played baseball at Valparaiso University in Northwest Indiana. During his time there, the Crusader’s made two NCAA Divison I Playoff appearances. In 2014 he graduated with a B.S. Degree in Business with an emphasis on Management.

While at college, Elliott also studied and earned his California Life and Health Insurance License. After graduating, he worked at Bankers Life and Western Mutual. In January of 2016, Elliott joined Martin & Associates and he has been working to build his client base, helping them understand their Medicare options and showing them different ways they can protect their health and wealth.

He plans on expanding his knowledge of retirement planning so that he can continue to provide valuable services and information to his clients.Elliott is a resident of Cypress and in his spare time, he enjoys studying finance and economic topics, traveling to National Parks with his wife, Kaycee, and thoroughly enjoys a breakfast burrito and coffee. He also plays on a men’s slow pitch softball team.

Contact Information

4000 Barranca Pkwy., Ste 250
Irvine, CA 92604
Phone: 800-464-4941
Fax: 949-266-9508
www.talktoelliott.com
www.freemedicarebook.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Randall Wealth Management Group and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review, a Registered Investment Adviser. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office:125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures