Our Qualifications

We have been working with individuals and businesses in the area for many years.

Each of our staff, advisors has extensive personal and professional experience.  Many hold various professional designations, and qualified representatives are licensed to do planning, fee or commission, with a variety of tools and products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.  We listen!

We’re looking forward to using our expertise to help you pursue your financial goals.

Randall G. Larson, CFP®, CIC, CFS® started his own company and financial planning career in March 1984.  Randy's mission is to be the one source for comprehensive planning and risk management for families and closely held businesses.

Randy's areas of expertise are cash flow management, retirement planning, college planning, special needs planning and investment portfolio management, matching the appropriate solutions with a person or company's goals, objectives, and financial responsibilities.  A primary goal of his is to thoroughly educate his clients and be a long term advisor for multi-generations.

Randy holds the professional designations of Certified Financial Planner™ (1987) and Certified Insurance Counselor® (1992) and Certified Fund Specialist® (2005).
Randall G. Larson, CFP®, CIC, CFS®
Investment Advisor Representative
949.333.1420 ext. 226
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck