About My Practice
Randall Financial Group LLC is a Registered Investment Advisor . We specialize in comprehensive financial planning and investment management. The firm prides itself not only on its financial expertise but the high level of personalized service offered to its clients. The firm works with clients primarily on a fee basis, hourly or retainer, based on assets under management. As the Managing Director, I work with clients of all sizes to help them make better decisions about their personal finances. This is done by helping them implement a written financial and or investment plan using sound, proven, financial concepts and techniques. Feel free to contact me so that we can discuss your situation or arrange a complimentary consultation.
I have been in the financial services industry since 1989 and have been a Certified Financial Planner Professional since 1996. I have a degree in finance from the University of Rhode Island and have worked as an instructor in the Financial Planning Program at Bryant University. I have been widely quoted in local and national publications and websites regarding a broad range of financial planning and investment management topics.
I am currently the host of The MoneyPros, a half hour television show that airs Sundays at 11:30am on WNAC Fox Providence. The show features local experts and advice on personal finance topics like investments, taxes, mortgages, estate planning, and insurance.
Registrations, Licenses, Certifications & Affiliations
Life insurance: RI,MA, Health/disability insurance: RI,MA, Fixed annuities: RI,MA, Variable annuities: RI,MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Commissions are received in limited circumstances primarily related to insurance. I am happy to work with clients on a Fee Only basis.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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