Life is filled with decisions.
We help you navigate the financial ones.
Planning and investment experts to optimize your financial life.
We are committed to bringing our clients the best ideas amidst the ever-changing economy and marketplace.
The Client Experience
From our initial meeting and through all your financial and life stages—We’re with you along the way.
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Our Initial Meeting
We gain an understanding of your finances, goals, and comfort levels with investing.
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Setting Your Course
We create and implement a tailored plan to meet your financial and lifestyle goals.
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Staying On Course
From timely newsletters to regular reviews, we are here to support you.
Meet Park Randazzo
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Park Randazzo, CFP®
Owner
I began my career as a Financial Advisor at Merrill Lynch in Indian Wells, CA in 2007. I moved to Orange County in 2010 to pursue an MBA at the Paul Merage School of Business at UC Irvine, which I completed in 2012. I am a CERTIFIED FINANCIAL PLANNER™ and fully licensed advisor including: Series 7, 66, and Life and Health Insurance.
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Ready for a Consultation?
Contact me when you’re ready to discuss your financial future.
Let us help you reach your goals.
We are dedicated to helping our clients through all of life’s transitions. Learn more about our services below:
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Financial Planning
Gain an analysis of your current situation, and create a specific plan to help you achieve your lifestyle and financial goals.
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Retirement Plans
Utilize retirement plans available to you as an individual and/or business owner to maximize your retirement savings.
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Insurance Planning
Protect you and your family’s future and well-being by insuring against risks that may jeopardize your current or future finances.
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Portfolio Management
Build custom portfolios tailored to meet your goals, using Mutual Funds, ETFs, and Alternative Asset Classes.
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Education Planning
Maximize funds available for your children’s college or higher education by leveraging the benefits of a 529 plan.
