Broker Check

GW RANDALL & ASSOCIATES - Santa Rosa, CA

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Gregory W. Randall

Founder and LPL Financial Advisor

707-566-9713

707-536-9934

Gregory W. Randall has been guiding and empowering clients toward confident life decisions since 1997. He began his career in San Francisco before moving his main office nearer to home in Sonoma County. Greg continues to serve and...

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Toni L. Wilkes

Director of Client Relations

707-566-9713

707-536-9934

Toni L. Wilkes joined GW Randall & Associates in 2003. She brings extensive organizational leadership from her previous position as Dean of Education at Heald College in Santa Rosa. As Director of Client Relations, Toni manages quality...

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Rebecca A. Pippin

Client Service Associate

707-566-9713

707-536-9934

Rebecca A. Pippin joined GW Randall & Associates in March 2007 where she began her career in the financial planning field. Her primary role as Greg’s assistant covers a wide range of responsibilities which include reception,...

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Janice M. Kelley joined GW Randall & Associates in January 2014. She has over 25 years in human resources experience including recruiting, training, performance management, benefits, payroll, safety, and compliance and is a graduate of...

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Gulliver Randall

VP Client Relations