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 PLANNERTM, CHARTERED RETIREMENT PLANNING COUNSELORSM as well as ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM and specializes in the areas of retirement income planning, wealth preservation and college funding strategies. Greg is a member of Financial Planning Association, FPA. CRPC conferred by the College for Financial Planning.
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 recently 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 recently taught an evening class through Community Education: “Exploring Chamber Music: Only the Good Notes.” When not spending time with his wife and Labrador retriever 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.