Vanderbilt is happy to announce our newest Financial Professional, Trevor R. Randall CFP®, MSPFP, RICP®, of Randall Wealth Group! Trevor is joining us from Long Beach, CA.
Trevor has 10 years of experience in financial services. He is licensed as a Certified Financial Planner™ and carries the Retirement Income Certified Professional® designation. He is the President and CEO of Randall Wealth Management Group, specializing in creating personalized retirement income plans for individuals close to or in retirement
Trevor’s father, Craig Randall, created Randall Wealth Management Group 30+ years ago. In 2013, Trevor joined the firm as Vice President and became President and CEO in April 2019. Trevor received his Bachelor’s Degree at California State University, Monterey Bay, and his Master’s Degree at Kansas State University. He takes pride in continuing his father’s legacy and servicing the needs of his clients.
“Vanderbilt is a close-knit company that has the small business family feel but also has the capabilities of a larger company. We have the best of both worlds with Vanderbilt and that’s why we decided to move our business.”
“Trevor’s desire to keep his father’s legacy and succession of a family atmosphere for his business is something we value here at Vanderbilt as well. This attitude of having a personal touch with all your clients is exactly what we seek in new advisors” – Heidi Distante, Chief Executive Officer.