About My Practice
At GW Randall & Associates, we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your Financial Consultant we will do everything in our power to keep you focused on where you want to go, advise how to potentially get there, and continually remind you of the importance of maintaining a disciplined approach toward realizing your dreams.
I meet with clients in the following Bay Area locations: North Bay (Santa Rosa), East Bay (Walnut Creek), South Bay (Redwood City) and San Franci
Experience
1997 to 2012 Financial Advisor
Ameriprise Financial Services, Inc.
Santa Rosa, California
2012 to present Founder and LPL Financial Advisor
GW Randall & Associates
Santa Rosa, California
CA Insurance License: 0B96697
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: AK, AZ, CA, NC, VA, Health/disability insurance: AK, AZ, CA, NC, VA, Fixed annuities: AK, AZ, CA, NC, Variable annuities: AK, AZ, CA, NC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®)
Broker-Dealer Affiliation
LPL Financial
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
