Chris Randall

    Financial Advisor

    Los Angeles, CaliforniaNo minimum minimum

    About Chris

    After spending 15 years as a bond trader for large asset management companies, I decided I wanted to help business owners with their finances. Small business owners are the backbone of the economy, and since most of their net worth is tied up in their business, I can help serve them with my flat-fee...

    Areas of focus

    Tax PlanningInvestment ManagementRetirement PlanningCash Flow AnalysisDebt ManagementPortfolio ConstructionAlternative Investments

    Credentials & background

    Education

    B.A. Mathematics & Economics University of California, San Diego (2006)

    Clients served

    Wealthy FamiliesUltra High Net Worth IndividualsHealthcare WorkersAttorneys & ParalegalsCorporate ExecutivesBusiness OwnersBusinesswomenRetireesSoftware EngineersWomen in TechStartup EmployeesReal Estate DevelopersReal Estate AgentsDivorceesPartners at Law FirmsInheritorsHigh Net Worth IndividualsSurviving SpousesEntrepreneursBuilding Industry ProfessionalsDentists