OUR TEAM

Randall Wealth Management Group

 

​We are a wealth management firm located in Long Beach, CA that specializes in creating retirement income plans for individuals close to or in retirement. We recognize that each individual has different Retirement Income, Investment, and Lifestyle needs. Randall Wealth Management Group has taken the time to identify these needs and develop a specific Retirement Income Plan to help meet these personal retirement goals, along with any other needs that are present. We were selected for the 2019 Best of Long Beach Award in the Financial Consultant Category.

Our vision is to help our clients achieve their financial goals through proper financial and investment management. It is our intention to develop a long-term and multi-generational committed relationship with all our clients.

Craig Randall - Senior Market Advisor of the Year in 2007
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Our Team

Craig Randall - Headshot

Craig L. Randall, MBA, RICP®

Founder

Headshot.jpg

Trevor R. Randall, CFP®, MSPFP, RICP®

President & CEO

trandall@planmembersec.com | Phone: 562-304-2836

Craig L. Randall, MBA, RICP® is the Founder of Randall Wealth Management Group. He grew up in Los Alamitos and Long Beach, where he received his undergraduate degree at California State University, Long Beach. Shortly after he received his Masters Degree in Business Administration from Pepperdine University. 

 

In 2007, Craig received national recognition by being named Senior Market Advisor of the Year by Senior Market Advisor Magazine. He was a Retirement Income Certified Professional® and has been serving the investment needs of his clients for over 27 years. Most importantly, he believed that lives are changed dramatically for the better, through proper investment planning before and into retirement. 

 

Craig resided in Fountain Valley, California with his wife of over 37 years, while his eldest son worked with him and his youngest son is in Hollywood performing music. 

Trevor R. Randall, CFP®, MSPFP, RICP®, CA Insurance License #0I08678, joined the family business in 2013 as Vice President of Randall Wealth Management Group. He received his Bachelors Degree at California State University, Monterey Bay and his Masters Degree at Kansas State University. All while completing his education as a Certified Financial Planner® and a Retirement Income Certified Professional®.

 

In 2019, he took over the family business and President and CEO of Randall Wealth Management Group. He takes pride in continuing his fathers legacy and servicing the needs of his clients.

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