Randy Madrid, CFP®

Randy Madrid, CFP®

CERTIFIED FINANCIAL PLANNER ™

Randy has been a financial advisor serving clients in the Los Angeles and Orange County areas since 2002.

For over 17 years, Randy Madrid has helped make retirement dreams a reality for today's retirees. His firm specializes in working with employees nearing retirement and retirees to help plan their future, preserve their wealth and protect their legacy; This is done by working with each individual family to build a comprehensive retirement road map geared toward their specific goals and expectations.

Randy's story began in college where he studied finance, economics, accounting, marketing and management. Once he graduated he starting working with PaineWebber who later became UBS where he learned the depths of financial planning and investing. He witnessed first-hand the devastating impact of the market turmoil that followed 9/11. The 40% market collapse that followed had a profound impact on so many people, but perhaps most significantly on those who were already in retirement or just approaching their retirement years. For many, their retirement dreams and what they had worked a lifetime to save had been taken from them and altered forever by unimaginable events out of their control.

Recognizing the benefit to having a plan in place, Randy created a comprehensive financial plan that not only included investments like most of his colleagues at the time, but also brought in account title review, insurance, estate planning and education into his plans.

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