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Experienced Investment Advisor in Long Beach, CA

Grow Your Wealth With Specialized Investment Advisor in Long Beach, CA

At Randall Wealth Group, we offer a personalized investment planning service, acknowledging the unique financial goals, risk tolerance, and time horizons of each client. Our dedicated team collaborates with you to create an investment strategy that aligns with your individual needs and ambitions. We emphasize transparency, integrity, and prioritize our clients' best interests.

What sets us apart is our commitment to investment flexibility and ensuring clients maintain full control over their portfolios. This empowers you to actively participate in the decision-making process, making adjustments as your life and goals evolve. Our expertise in the financial industry has enabled countless individuals and families to achieve their financial objectives and secure their future.

Choose Randall Wealth Group for a distinctive, client-centric, and empowering approach to investment planning.

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The Investment Planning Process With Us

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Portfolio Analysis

We conduct a thorough analysis of your current investment portfolio to assess its performance, risk exposure, and alignment with your financial objectives.

Asset Allocation

Together we will develop a customized asset allocation strategy based on your risk tolerance, time horizon, and financial goals.

Risk Management

We help you identify and mitigate potential risks that may impact your investment portfolio, such as market volatility, inflation, and geopolitical events.

Tax-Efficient Investing

Our advisors employ tax-efficient investing strategies to minimize your tax liabilities and maximize after-tax returns.

Types Of Investment Accounts That We Work With:

Individual Accounts

Accounts owned by a single individual. All assets and liabilities in the account belong solely to that individual.

Joint Accounts

Accounts owned by two or more individuals. Each account holder has equal rights to the assets and is typically able to conduct transactions independently.

Trust Accounts

Accounts established by a grantor (the person who creates the trust) to hold assets for the benefit of one or more beneficiaries. The assets are managed by a trustee according to the terms of the trust agreement.

Charitable Accounts

Accounts specifically designated for charitable giving. These accounts may be set up as donor-advised funds or charitable gift funds, allowing individuals to make contributions to charitable organizations over time.

529 Accounts

Tax-advantaged savings accounts designed to encourage saving for future education expenses. These accounts can be used to cover qualified higher education expenses, including tuition, fees, and room and board, for designated beneficiaries.

UGMA/UTMA

UGMA (Uniform Gifts to Minors Act) and UTMA (Uniform Transfers to Minors Act) are custodial accounts that allow adults to transfer assets to minors. UGMA includes financial assets, while UTMA can also hold physical assets. The assets are managed by a custodian until the minor reaches a state-specified age of majority.

HSA accounts

HSA is a tax-advantaged account for saving pre-tax money for medical expenses, available to those with high-deductible health plans.

Other Accounts That We Work With:

The Importance of Investment Planning for Long Beach Retirees

Building Wealth

Investment planning is essential for growing your wealth over time, allowing you to capitalize on opportunities and achieve your financial goals.

Securing Retirement

Planning for retirement is crucial, and investment planning plays a vital role in ensuring you have enough savings to enjoy a comfortable retirement lifestyle.

Reducing Risks

Without a proactive investment plan, you may face risks such as stagnant returns, inflation erosion, and insufficient savings for retirement or other life milestones.

Generational Wealth

Investment planning extends beyond personal financial security. By effectively managing and growing your assets, you can establish a legacy that supports your family for generations.

Charitable Donations

Whether it's donating to a beloved charity, funding scholarships, or supporting research, your investments can continue to contribute to causes you care about, even after retirement.

Medical Expenses

An effective investment plan can help ensure that you have the resources to cover medical expenses, including long-term care, without compromising your lifestyle.

Your Financial Advisor in Long Beach, CA

As a Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® with over a decade of experience, I specialize in personalized retirement planning. As President and CEO of Randall Wealth Management Group, a family business established over 30 years ago, I prioritize hands-on care. With a commitment to thorough investment research, I ensure every portfolio decision is sound. Our competitive fee structure maximizes your assets' growth.

You'll receive transparent and proactive service as I oversee every aspect of your retirement plan. Based on my educational background, including a Bachelor's Degree from California State University, Monterey Bay, and a Master's Degree from Kansas State University, I suggest retirement income plans that meet your needs. My goal is to offer a clear and practical vision of your retirement future, providing strategic solutions along your financial journey.

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Trevor Randall

What People Say About Randall Wealth Group

Louise May Teng
Louise May Teng
2023-03-22
I have complete faith in Trevor Randall. He and his company are looking out for my best interests and I wish him the best because he IS the best in everything he does!
Lisa Miguel
Lisa Miguel
2023-03-22
If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.
Bohuslav Cerven
Bohuslav Cerven
2023-03-21
Thank you absolutely the best in the investment community ☝️
Thom Holder
Thom Holder
2023-03-21
I am very happy with Randall Wealth Management! Trevor keeps us informed and answers a lot of stupid questions for us and answers his phone!

*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.

Contact our Long Beach Retirement Planners

Address: 3780 Kilroy Airport Way Suite 200 Long Beach, CA 90806


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

About Long Beach, CA

Long Beach, located along Southern California coastline, has a Mediterranean climate. The mild, sunny weather in Long Beach year-round is perfect for outdoor activities and long walks.

While the cost of living in Long Beach is slightly above the national average, the city's diverse housing options cater to various preferences and budgets, ensuring retirees can find accommodations that suit their needs. From beachfront condos to suburban single-family homes, there's something for everyone in Long Beach's vibrant real estate market.

Moreover, Long Beach provides residents with access to quality healthcare services. Facilities like Long Beach Memorial Medical Center and St. Mary Medical Center offer a wide range of medical specialties and advanced treatment options.

Long Beach offers retirees a high quality of life with its desirable climate, abundant amenities, and vibrant cultural scene. The city's unique blend of natural beauty, recreational opportunities, and community spirit makes it an attractive destination for retirees seeking an enriching and fulfilling retirement lifestyle.

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Source: visitlongbeach.com

Useful Retirement Planning Resources in Long Beach Area

City of Long Beach Treasury Bureau

+1 562-570-6845

333 W Ocean Blvd # 6, Long Beach, CA 90802, United States


City of Long Beach Financial Management 

+1 562-570-6048

411 W Ocean Blvd, Long Beach, CA 90802, United States


Long Beach Chamber of Commerce


(562) 436-1251

1 World Trade Center Suite 101
Long Beach CA 90831

Long Beach Local News

(562) 653-NEWS (6397)

3553 Atlantic Ave. Suite B #1191. Long Beach, CA 90807


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.