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Top Wealth Management Services in Artesia, California Area

Our expert team offers top wealth management services in Artesia, California, comprehensive financial planning, and personalized guidance to secure your financial future. Explore our top-notch wealth management solutions today and embark on a path to financial success.

Award Winning Wealth Management Company in Artesia, California

2017 Long Beach Small Business Excellence Award
2021 Five Star Wealth Manager - Trevor R. Randall
Best of 2019 - Long Beach Financial Consultant - Randall Wealth Management Group
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Randall Wealth Group Artesia, CA

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.


Our goal is your success. Below are some resources to help you have a successful financial future.


Even more videos to enjoy.


Managing your money involves more than simply making and following a budget.


A collection of handpicked articles.


Calculate elaborate financial decisions with total calculation.

Randall Wealth Group Helps You Invest With Confidence in Artesia, CA

Randall Wealth Group proudly stands as a distinguished name in Artesia, California, specializing in a comprehensive range of financial services tailored to your unique needs. As the trusted choice for savvy investors, we excel in Retirement Planning, Income Planning, Investment Management, Retirement Plan Rollover, Life & Estate Planning, and Social Security Analysis. Our expert team is well-versed in crafting personalized financial strategies, ensuring a secure financial future for our clients in the Artesia, CA area.

Professional Wealth Management Services

Meet Our Team

Whether your objectives revolve around retirement planning, purchasing a new home, or saving for your child's education, we provide a diverse array of investment options to cater to your unique needs.

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Trevor R. Randall, CFP®, MSPFP, RICP®

President & CEO

Trevor R. Randall, CFP®, MSPFP, RICP®, CA Insurance License #0I08678, joined the family business in 2013 as Vice President of Randall Wealth Management Group. He received his Bachelors Degree at California State University, Monterey Bay and his Masters Degree at Kansas State University. All while completing his education as a Certified Financial Planner® and a Retirement Income Certified Professional®.

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Craig Randall, CFP®, MBA, RICP®


Craig L. Randall, MBA, RICP® is the Founder of Randall Wealth Management Group. He grew up in Los Alamitos and Long Beach, where he received his undergraduate degree at California State University, Long Beach. Shortly after he received his Masters Degree in Business Administration from Pepperdine University.

Build an Investment Strategy in Artesia That Adds Up

Randall Wealth Group is dedicated to crafting investment strategies that align perfectly with your financial aspirations. Our wealth management solutions begin with a meticulous evaluation of your current financial standing to ensure you're on the right path to meet your goals.

We then work closely with you to construct a tailor-made investment strategy that bolsters your financial security. Whether your objectives revolve around retirement planning, purchasing a new home, or saving for your child's education, we provide a diverse array of investment options to cater to your unique needs.

Our Company

We are a wealth management firm located in Long Beach, CA that specializes in creating retirement income plans for individuals close to or in retirement. We recognize that each individual has different Retirement Income, Investment, and Lifestyle needs.

Randall Wealth Management Group has taken the time to identify these needs and develop a specific Retirement Income Plan to help meet these personal retirement goals, along with any other needs that are present.

Our vision is to help our clients achieve their financial goals through proper financial and investment management. It is our intention to develop a long-term and multi-generational committed relationship with all our clients.

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Book Online

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement is one of the most important life events many of us will ever experience. From both a personal and financial perspective, realizing a comfortable retirement is an incredibly extensive process that takes sensible approach and years of persistence. We specialize in retirement planning and helping our clients create a personalized in-depth retirement plan to help meet their retirement goals and needs.

Income Planning

Throughout our lives we’ve worked, we’ve saved, and we’ve accumulated wealth within our plans. Our niche and priority is to help our clients by consolidating their multiple retirement accounts, that they may have, which can help us better manage their assets, maximize their tax advantages, and take timely distributions. We help guide our clients to being able to successfully manage their income in retirement and preserve the wealth they've accumulated—for themselves and those they care about most.

Investment Management

We seek to utilize a balanced portfolio that is critically evaluated and uses multiple investment strategies across asset classes. Our investment process is guided by experience with a long-term strategic allocation. Our clients primarily seek income so we collaborate with them to help provide a transparent and conservative cash producing allocation.

Retirement Plan Rollover

The IRS has very specific rules that apply to the rollover process of qualified retirement plans. We specialize in retirement planning and assist our clients though the complicated rollover process. These plans could include, but are not limited to, 401(k)'s, 403(b)'s, and 457 plans.

Why Should I Use A Financial Advisor in Artesia, CA?

Although we have access to a wealth of information in this day and age, including financial information, it is essential to seek the advice of a knowledgeable professional. Why should you get a financial advisor involved? Part of the problem is that there is too much information available, and it can be pretty overwhelming for someone with limited experience in the world of retirement planning. Using a financial advisor to guide and teach you how to make informed decisions can help you avoid making costly mistakes. Call and make an appointment today.

What should I Consider?

Planning for retirement might not be as exciting as you vision for but once you get there, it is imperative to plan ahead of time to ensure that you do get there with the resources needed to thrive.

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Factors such as your current age and expected age at retirement will affect your retirement planning. Someone closer to retirement age might have a more conservative investment portfolio due to lower risk tolerance. However, someone who has many years between now and retirement might have a healthy appetite for risk in their investment portfolio. As you age, your portfolio becomes more focused on income and capital preservation.

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Spending Needs

It is imperative to have realistic expectations regarding your post-retirement spending needs. We consider unpaid mortgages, unexpected medical bills, and the fact that many retirees spend their beginning years of retirement traveling or splurging on other things they have put off until retirement. Creating spending goals and putting a plan into place helps to avoid outliving your retirement.

Income Planning Strategy in Artesia, CA

There are multiple buckets that have a time horizon built into each one of them. The shorter the time horizon the safer and more liquid the investment. The long-term buckets can have more volatile and illiquid assets. They can also be additional buckets that act a stream of income or have a pension payout option.

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Mid-Term Bucket

It can be made of mutual funds, exchange traded funds, stocks, and other moderate risky investments.

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Short-Term Bucket

Consists of cash, certificate of deposit, money market accounts, bonds, mutual funds, exchange traded funds, and any other liquid and safe investment product.

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Long-Term Bucket

This can also hold mutual funds, exchange traded funds, stocks, and other risky or alternative investments.

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Additional Bucket

Can be an annuity or another type of product that could potentially provide a lifetime income.

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Common Investment Services


Investing in stocks makes you a company owner. Stock represents ownership shares. Company performance determines profit or loss.


Bonds are loans to organizations. Investors receive interest payments and principal repayment at maturity.

Mutual Funds

Investment funds pool money from multiple investors and follow a specific strategy. Various types of funds exist with distinct features.


Insurance contracts promise payments to purchasers periodically, immediately, or in the future.


Retirement planning involves diverse investment services and options to save and manage money for retirement.

Education Savings

Saving for education involves tax-advantaged plans beyond simple savings.

What Is Rollover IRA?

A rollover IRA is an individual retirement account that allows you to move the funds from an old employer-sponsored retirement plan into an individual retirement account (IRA). An IRA rollover allows you to preserve tax-deferred retirement assets. An IRA rollover avoids paying current taxes and early withdrawal penalties at the time of the transfer. If a person leaves a job for any reason, a Rollover IRA is often the best solution for the individual to keep their tax-deferred benefits and continue to save for their retirement. A rollover IRA provides a broader range of investment choices, including stocks, bonds, CDs, ETFs, and mutual funds. There is more than one kind of individual retirement account. Some types of IRAs include traditional, Roth, SEP, and SIMPLE. The type of rollover IRA you select can be based on what kind of 401(k) account you held.

Types Of An IRA:

Traditional IRA

A traditional individual retirement account lets individuals direct pre-tax income toward investments that may grow tax-deferred to save for retirement. During retirement, the owner of the traditional IRA pays income tax on withdrawals.

Roth IRA

Roth IRA resembles a traditional IRA but with non-tax-deductible contributions. Tax-free withdrawals occur at retirement. Ideal for individuals expecting higher taxes in retirement.


SEP IRA is a plan for employers or self-employed individuals. It allows higher annual contributions compared to standard IRAs, nearly ten times more.

Simple IRA

SIMPLE IRA is a retirement plan for small businesses. It enables employees and employers to contribute to traditional IRAs. Simplifies retirement savings for smaller companies.

More On A Rollover IRA

For many people, rolling over a 401(k) or 403(b) into an IRA is the best choice they can make. Taking a cash-out incurs many fees and other penalties helping to reduce your hard-earned retirement savings. The individual retirement account offers many advantageous features such as more choices for investments, higher level communication, fewer fees, and the possibility of opening a Roth account. Other benefits may include cash incentives from brokers, fewer rules and limitations, and some estate planning advantages. 401(k)s are limited to fewer investment plans, like select mutual funds, equity funds, and a couple of bond funds. With an IRA, however, most kinds of investments are available.