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 welcome new clients in San Francisco, the East Bay and on the Peninsula. He is a CERTIFIED FINANCIAL PLANNER®* professional who also holds the Chartered Retirement Planning Counselor℠** and Accredited Domestic Partnership AdvisorSM designations. Additionally he specializes in the areas of retirement income planning, wealth preservation and college funding strategies and is a member of Financial Planning Association, FPA.
As part of his passion for giving back to the community, Greg judges essays for InvestWrite, a program which promotes financial education for students grades 5-12. He served on the board of directors for the Redwood Empire Estate Planning Council and has been past board member for the Sonoma County Library Foundation, an organization dedicated to promoting literacy. Greg’s passion for chamber music spurred the firm to sponsor the Santa Rosa Junior College Community Education Chamber Concert Series. He also taught an evening class through Community Education: “Exploring Chamber Music: Only the Good Notes.” When not spending time with his wife and Great Pyrenees on the north coast, you can find Greg engaged in the many subjects which fascinate him, including the study of maps, Chaucer, chamber music, out-rigging and the nuances of baseball.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
**CRPC conferred by the College for Financial Planning.